Next Meeting:
Tuesday, April 11, 2023
Financial Planning Implications of the Secure Act 2.0
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April 11, 2023
Jim Marren, CFP, Jenny Chappell, CFP, and Tayler Kottinger
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April 19, 2023
NAEPC Webinar Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax Sponsored by Dunham Trust
Miriam Wogan Henry
April 25, 2023
NBA Nevada Trust Conference - Las Vegas
Top Level Speakers
May 10, 2023
One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples - NAEPC Webinar sponsored by Renown Foundation
Terry L. Turnipseed, JD, LL.M. (taxation)
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