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June 17, 2026
Economic Update
Ben Webb, MBA, Senior Vice President of The Bank of Commerce
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July 15, 2026
Business Valuations for an Estate Plan
Jordan Graves, CPA, ABV, CFF, Partner with Cooper Norman
August 19, 2026
Planning for the Digital Estate: Protecting Assets, Access, and Legacy
Cody G Daniels, MSFP, CFP®, Advisor with Onyx Financial Advisors
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