- Lynn A. Dean, Estate Planning Attorney, The Law Office of Lynn A. Dean
- Scott Hanson, Financial Advisor, Hanson/McClain
- Mitch McConkey, Gift Planner, The Salvation Army
Topics: Estate Planning in Plain English - Benefits of a Living Trust - Helping children avoid "sudden-wealth syndrome" - Choosing the right options for your IRA and 401K - Using charitable gift planning to maximize your income and minimize your income taxes.
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