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Title
Date
Instructor
Credit
Family Buy-Sell and Deferred Compensation Agreements
Jul 31
Owen Fiore
2
2013-07-31
Entities, Valuation and Family Wealth Planning
Aug 5
Owen Fiore
3
2013-08-05
Valuation, Discount Strategies and Tax Savings
Aug 7
Owen Fiore
2
2013-08-07
Family Wealth and Business Succession Planning
Aug 8
Owen Fiore
4
2013-08-08
Family Wealth Management-Part 2
Aug 20
Dennis Gerschick
2
2013-08-20
Family Wealth Management-Part 1
Aug 20
Dennis Gerschick
2
2013-08-20
A Practitioner's Guide to IRAs and Qualified Retirement Plans
Aug 22
Arthur Werner
2
2013-08-22
A Practitioner's Guide to LLCs & S Corps: Part 1
Oct 21
Arthur Werner
2
2013-10-21
A Practitioner's Guide to LLCs & S Corps: Part 2
Oct 23
Arthur Werner
2
2013-10-23
Family Buy-Sell and Deferred Compensation Agreements
Nov 6
Owen Fiore
2
2013-11-06
Family Wealth and Business Succession Planning
Nov 18
Owen Fiore
4
2013-11-18
Entities, Valuation and Family Wealth Planning
Dec 9
Owen Fiore
3
2013-12-09
Valuation, Discount Strategies and Tax Savings
Dec 16
Owen Fiore
2
2013-12-16
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