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Planned Giving Forum
September 18, 2016 @ 11:00 am - 12:00 pm
Planned Giving Forums: September 18th and 25th at 11:00 a.m. The first workshop covers the importance of Estate Planning with a broad overview of Wills, Living Wills, Health Care Proxies, etc. The second workshop is an overview of Planned Giving tools and techniques to consider. Both workshops will be led by Janet Rhodes Friedman, CFP®, CDFA™.