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September 16, 2020

What's Legal vs. Insurable/Title Company

Charles Kramer

October 21, 2020

Business Succession Planning

Kevin Rogers

November 18, 2020

Ways to Protect the Plan from Client Neglect/Faulty Maintenance

Laurel Stephenson

December 3, 2020

SECURE Act (Joint Meeting with Dallas Estate Planning Council)

Bob Keebler