Upcoming Webinars for Investors

Webinar title Date & time
Denise
Financial Planning to Help Solve Three Caregiving Challenges
Denise M. Brown, The Caregiver Years Training Academy
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Steve Mancini
How to use Intentionally Defective Trusts (IDGTs) for Wealth Transfer
Steve Mancini, Esq.,
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Valuing a Roth Conversion under Tax and Return Uncertainty
Jim DiLellio, PhD, Pepperdine|Graziadio Business School
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Jodi
Green and Natural Burial Practices
Jodi Clock,
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Kol Peterson
A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Kol Peterson, Accessory Dwelling Strategies
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