Next Meeting:
Wednesday, September 18, 2024
Tribal Issues in Estate Planning
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Programs Chair Christina Noz
Estate Planners Day Chair Ana M. Perez-Arrieta
Membership Chair Lindsey Saul, CPA
Continuing Education Chair Gordon Reynolds, CFA, CFP®
September 18, 2024
Eliza Read, Eliza Read, PLLC, Arizona Certified Specialist, Flagstaff
See Event Details
October 16, 2024
Not Your Ordinary Trusts
Karin Prangley, Brown, Brothers & Harriman, Chicago
November 13, 2024
Optimizing Tax Savings & Avoiding Fiduciary Pitfalls: Navigating Inherited IRA Special Needs Trusts.
Darryl J. Lynch, The Lynch Group of Oppenheimer & Co. Inc
December 11, 2024
Planned Giving for Planners: Culture, Legacy, and Planning
Dien Yuen, Daylight Advisers
See Full Calendar
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