Next Meeting:
Tuesday, October 7, 2025
Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE
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October 7, 2025
Natalie Choate, Esq.
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January 7, 2026
Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
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