You are invited to attend our March 7, 2025 meeting. There'll be an educational class, networking, a panel discussion on Donor Advisor Funds and lunch will be served. Agenda 10:30 AM - Webinar - Buy-Sell Planning After Connelly, # 6000177095 (1hr. General Credit) The U.S. Supreme Court's decision in Connelly v. United States has upended buy-sell planning for many business […]