Next Meeting:
Wednesday, November 13, 2024
Optimizing Tax Savings & Avoiding Fiduciary Pitfalls: Navigating Inherited IRA Special Needs Trusts.
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November 13, 2024
Darryl J. Lynch, The Lynch Group of Oppenheimer & Co. Inc
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December 11, 2024
Planned Giving for Planners: Culture, Legacy, and Planning
Dien Yuen, Daylight Advisers
January 24, 2025
Estate Planners Day
Gerry W Beyer, TX Tech; T James Lee, Kathleen E Callaway and Brandon L Blakely, Fennemore Law
February 19, 2025
Ethics at the Movies
Nancy Rapoport, UNLV
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