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Speaking Engagements

Susan Racey and Joe Ferraro Share Trends in Estate Planning and Charitable Giving at Planned Giving Breakfast

April 3, 2019
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On March 30, Susan Racey and Joe Ferraro spoke to volunteers at a special planned giving breakfast hosted by Cleveland Metroparks and the Cleveland Zoological Society. Susan and Joe shared tips on creating and maintaining an estate plan, as well as some of the current trends in supporting charitable organizations now and in the future.

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