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In the Field

• Daylight IPA Info Session

Virtual

July 9

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• Purposeful Planning Institute (PPI) Rendezvous

Boulder

July 20-23

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• Daylight IPA Info Session

Virtual

August 12

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• Arizona Charitable Gift Planners

Phoenix

August 18

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• Daylight IPA Info Session

Virtual

September 10

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• Wealth Management Industry Awards

NYC

September 10

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• DAF Giving Summit

Austin

September 23-25

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• Daylight IPA Info Session

Virtual

October 1

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• Charitable Gift Planners Conference

New Orleans

October 14-16

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• Daylight IPA Info Session

Virtual

November 12

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• Hawaii Tax Institute

Honolulu

November 15-19

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• Investments & Wealth Institute (IWI) Experience

Scottsdale

November 16-17

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• Daylight IPA Info Session

Virtual

December 9

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