Next Meeting:
Thursday, January 16, 2025
Dinner Meeting: The Secure (“Setting Every Community Up for Retirement Enhancement” OR “Sending Everyone Cowering Under Expectations") Act and Other Recent Developments in Estate Planning for Retirement Assets
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January 16, 2025
Robert K. Kirkland
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February 4, 2025
Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA
March 13, 2025
Dinner Meeting: Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
April 1, 2025
Lunch & Learn: The ART of Planning
Christina Miner
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