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December 5, 2024

AEP® and EPLS Forum
AI and Its Influence on Charitable Planning & Philanthropy

Bryan K. Clontz, Founder & President, Charitable Solutions, LLC and Paul M. Caspersen, President, Planning Giving Interactive, LLC

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December 17, 2024

Roundtable: Social Media Basics and your EPC

Monique Lavender Greenberg, JD, LL.M. (estate planning), AEP®, Board Certified in Wills, Trusts & Estates

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