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Dylan Metzner, Presented at the Colorado Planned Giving Roundtable Summer Symposium

  • Aug 18th, 2022

Shareholder Dylan Metzner presented at the Colorado Planned Giving Roundtable Summer Symposium.

This event took place in August 2022. Mr. Metzer delved into the topic, “CLATs, CR”Ts, and CRATs ~ OH MY!!”