Next Meeting:
Wednesday, March 18, 2026
Understanding Behavioral Finance to Maximize Your Financial Outcomes
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March 18, 2026
Richard Leib, CIMA, Regional Director, Fidelity Institutional
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May 13, 2026
Name, Image, Likeness (NIL) What Estate Planners Need to Know (part 1)
James Hefferan, E-Discovery of Counsel Kilpatrick Townsend & Stockton
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