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News

Less can be more: Charitable giving helps parents pass wealth to children

Aug 12, 2024
Click here to read the August 2024 2 of 3 Professional Advisor Network newsletter
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PA newsletter – August 1 of 3 – Counting pennies: How to counsel frugal yet charitable clients

Aug 6, 2024
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Calling all businesses for Hands-On 8th Grade Career Fair

Jul 30, 2024
Calling all businesses in and around Grundy County! The 2024 8th Grade Career Fair is approaching in the ...
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“Planning for a sunset: Lock in a higher exemption, unlock a legacy” – PA newsletter – July 3 of 3

Jul 22, 2024
Please click here to read the newsletter
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“Mixing business and charity: Keep it ethical, legal, and transparent” – PA newsletter – July 2 of 3

Jul 15, 2024
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“Gifts of appreciated stock: Picking favorites” – Professional Advisor Network Newsletter – July 1 of 3

Jul 12, 2024
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In the historic Coleman Hardware Building which is now the Canalport Community Center

815-941-HELP

Grundy resources for Grundy residents

Resources and Links

Contact

We’d love to hear from you!

520 W. Illinois Avenue, Morris, IL 60450

815-941-0852

[email protected]

EIN #36-4299824

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