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Featured Workshops
Calendar of Events
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Monday Morning Meet-ups
Monday Morning Meet-ups
During this short session we will answer general questions about planning. This meeting will take place virtually. You will receive a meeting invitation 1-2 days before the meeting.
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Titling for Will-based Plans (Luncheon)
Titling for Will-based Plans (Luncheon)
Join us to learn more about getting title right! Presented by Caldwell Law's Titling Coordinator Terrie Kelly. *For our Clients with Will-Based Estate Plans only please* IMPORTANT NOTICE: Until further notice, this will be held as a webinar.
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Secure Act with Caldwell law
Secure Act with Caldwell law
Please join us for a discussion about the new law! IMPORTANT NOTICE: Until further notice, this will be held as a webinar.