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Thursday, May 14, 2026

OBBBA: Inside the Toolbox with Herb and Greg: Advanced Ideas in Estate, Tax, and Charitable Planning

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Southern Arizona Estate Planning Council

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

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Economic Issues Facing Our Clients: Retirement Challenges & Social Security Planning

Date: Wednesday, April 23, 2014
Time: 05:15 PM - 7:30pm
Location: Arizona Inn
Speaker: Jim Foster, CFP®

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Related Document(s):
  • 2014-04-23 Handout - Advanced Strategies to Increase Social Security Income

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UPCOMING EVENTS

May 14, 2026

OBBBA: Inside the Toolbox with Herb and Greg: Advanced Ideas in Estate, Tax, and Charitable Planning

Herb Hoffman & Greg Gadarian

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July 24, 2026

Summer Series I: Planning with Real Estate

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August 14, 2026

Summer Series II: International Estate Planning

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See Full Calendar

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National Association of Estate Planners & Councils

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