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Wednesday, October 29, 2025
Education Legacy Planning - Need-To-Know Changes From The New Budget Bill
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October 29, 2025
Heidi King
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November 11, 2025
Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals
Nikin Shah & Gregg Bordes
February 10, 2026
Bernstein Private Wealth Management -- Topic To Be Announced
Bernstein Private Wealth Management Team Member -- TBA
May 12, 2026
Presentation Topic: TBA
TBA
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