SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

October 18, 2023

Estate Planning for Retirement Accounts: New Rules and Opportunities After SECURE and SECURE 2.0

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.

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December 13, 2023

TBD

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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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