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Legacy Redefined: Innovative Estate Planning for People Without Children

It’s time to reimagine estate planning for individuals and couples without children. In this session, Amy Jamrog, CFP® and Kathryn Wakefield, JD, CLU® will help you explore ways to create a legacy that reflects your values and priorities. Whether you want to support meaningful causes, provide for loved ones, or ensure your assets are managed according to your wishes, we’ll discuss strategies to help you make informed decisions that align with your lifestyle and goals.

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June 3

Legacy by Design: Tailored Estate Planning for people with Children

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October 22

Unleashing Your Philanthropy: Creative Charitable Giving Ideas