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Name: Tactical Tuesday | Special Planning for Special Families
Start: 2026-11-17T13:00:00-05:00
End: 2026-11-17T14:00:00-05:00

July 2026
Tactical Tuesday | Estate Planning for Foreign Nationals

July 28 @ 1:00 pm - 2:00 pm

Celebrate National Financial Education Month and learn how U.S. laws affect wealth...
August 2026
2026 CPA Symposium- Dallas, Texas

August 3 @ 8:00 am - August 5 @ 5:00 pm

This is a great chance for you and your CPA partners to...
IN PERSON- 403(b)/457 Certified Training: Philadelphia

August 11 @ 8:00 am - 5:00 pm

Location: Philadelphia Pennsylvania, Join us to learn about the 403(b)/457(b) marketplace and...
Tactical Tuesday | Estate Planning Basics

August 25 @ 1:00 pm - 2:00 pm

Take part in National Back to School Month and discover essential estate...
September 2026
Tactical Tuesday | Your Legacy, Your Choice: Beneficiary Designation Life Lessons

September 22 @ 1:00 pm - 2:00 pm

Participate in National Financial Awareness Month and increase your awareness of common...
October 2026
Tactical Tuesday | Overview of Non-Qualified Annuity Taxation

October 27 @ 1:00 pm - 2:00 pm

Commemorate Financial Freedom Month by diving into the tax rules of non-qualified annuities...
November 2026
Tactical Tuesday | Special Planning for Special Families

November 17 @ 1:00 pm - 2:00 pm

Honor National Family Caregivers Month and learn about striking the balance between...