Next Meeting:
Wednesday, October 18, 2023
Estate Planning for Retirement Accounts: New Rules and Opportunities After SECURE and SECURE 2.0
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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®
October 18, 2023
Sarah A. Brenner, Ed Slott and Company, L.L.C.
See Event Details
November 15, 2023
Market Update
Dr. Anirban Basu, Sage Policy Group, Inc.
December 13, 2023
TBD
January 26, 2024
Estate Planners Day 2024
Edwin P. Morrow III, Esq. Wealth Strategist with Huntington Private Bank and S. Gray Edmondson, Esq. Edmondson Sage Allen PLLC
See Full Calendar
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