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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October 18, 2023
Sarah A. Brenner, Ed Slott and Company, L.L.C.
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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
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