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Wednesday, October 18, 2023

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

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Southern Arizona Estate Planning Council

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

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UPCOMING EVENTS

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.

See Event Details

November 15, 2023

Market Update

Dr. Anirban Basu, Sage Policy Group, Inc.

See Event Details

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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