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Wednesday, April 19, 2023

Retirement planning after the enactment of SECURE: Now what?

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Southern Arizona Estate Planning Council

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

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Leadership

President

John Stephens, CFP®
TCI Wealth Advisors, Inc.
520-733-1477

Vice President

Anne Roediger, CPA
Roediger Hoff, PLC
520-323-3060

Secretary

Christina Noz
Moeller & Conway, P.L.L.C.
520-620-5500

Treasurer

Angela M Caballero, CFP® CCFC MS AFC
Ascension College Planning LLC
520-918-0340
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Director

Jacque Mingle, Attorney
Fleming & Curti, PLC
520-622-0400
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Assistant Secretary

Ana M. Perez-Arrieta
Bogutz & Gordon, P.C.
520-321-9700

Assistant Treasurer

Lindsey Saul, CPA
Life In Balance Accounting CPAs PLC
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Immediate Past President

Brent W. Nelson
Rimon Law
520-979-3839

Executive Director

Phil Gutt, CAE
Association Managers Inc.
520-881-1778

Website Administrator

Administrator SAEPC
So Az Estate Planning Council
520-881-1778
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UPCOMING EVENTS

April 19, 2023

Retirement planning after the enactment of SECURE: Now what?

Stephanie Tribe, Director, Fennemore

See Event Details

June 9, 2023

Bonus Summer Sessions co-sponsored with Community Foundation for Southern Arizona

See Event Details

July 14, 2023

Bonus Summer Sessions co-sponsored with Community Foundation for Southern Arizona

See Event Details

October 18, 2023

SECURE Act and SECURE 2.0

Sarah A. Brenner, Ed Slott and Company, L.L.C.

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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