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Trustee School Webinar

You and your Successor (or current) Trustee are invited to our free webinar designed to explain what happens when they assume the role of Trustee.

We know that, in the past, it was sometimes difficult for Successor Trustees to attend if they lived out of town, so we are excited to make virtual attendance via webinar a reality!

Earlier Event: February 4
Tax Planning Webinar
Later Event: July 15
Retirement Basics Webinar