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Thursday, March 12, 2026

It’s a Trap, Don’t Fall for It!

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South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

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Secure Act 2.0

Date: Thursday, February 23, 2023
Time: 7:45am - 9:00am
Location: HARIK THOMPSON, CPAs
Speaker: John Barry

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John Barry from LPL Financial will lead a lively discussion on the Secure Act 2.0

Related Document(s):
  • February 2023 Focus Group Handouts
  • February 2023 Focus Group Handout #2

See Upcoming Event Calendar

UPCOMING EVENTS

March 12, 2026

It’s a Trap, Don’t Fall for It!

David Kim and Tamra Otten

See Event Details

April 9, 2026

Firearms Transfers

Matthew Kanin

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May 14, 2026

Conservatorship and New Capacity Declaration

Troy Martin

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See Full Calendar

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National Association of Estate Planners & Councils

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