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UPCOMING EVENTS

April 23, 2020

Joint Happy Hour

None

April 27, 2020

The SECURE Act: Planning for the End of the Stretch IRA

Professor Chris Hoyt

May 18, 2020

Finding Basis--It's Not Always Where You Thought It Was

Howard M. Zaritsky

September 3, 2020

Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans.

Natalie Choate