Next Meeting:
Tuesday, February 25, 2025
Valuations & Discounts: Truth, Lies and Recent Cases
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February 25, 2025
Jim Lisi, Principal, Santa Barbara Valuations
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March 25, 2025
How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients -ZOOM Meeting
Albert E. Gibbons, CLU®, ChFC®, AEP®
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