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December 2, 2025
Holiday Mixer
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January 20, 2026
CRTs as IRA Stretch
Helen Cheng
February 17, 2026
Dealing with Promissory Notes
Jonathan Lurie
March 17, 2026
Wealth Transfer Advisor's Guide to the AI Universe and its Many Use
Joe Baratta
April 21, 2026
Spring Mixer
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