Insuring Philanthropy: Using Life Insurance in Charitable Giving

Tuesday, September 13, 2022

Presented by: Jim Pittman, CLU, CFP, CLT. President, Insurance Consulting Services, Inc. and Jeff Thede, Partner. Thede, Culpepper, Moore & Silliman
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Is There a Silver Bullet for Retirement and Legacy Planning?

Wednesday, April 6, 2022

Presented by: Mary Lago, CFP®, CTFA
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You Can’t Take It With You but You Can Control Where It Goes

Wednesday, March 2, 2022

Presented by: Steve Bell, Attorney, Stoel Rives LLP
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Never a Dull Moment in Taxlandia!

McDonald Jacobs, PC
Accountants & Consultants

Presented by: Novena K. Weaver, CPA, MST
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