The Leonard Company

Disclose or Don't? Navigating UTC Disclosure Requirements and Family Dynamics

Date: Thursday, November 20, 2025
Time: 8:00am - 9:30am
Location: University Club of Chicago, 76 East Monroe Street | 9th Floor Cathedral Room, Chicago, IL 60603
Speaker: Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft

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