MENU

Next Meeting:

Thursday, September 11, 2025

The Ethics of AI Across Multiple Professions and Cross Professional AI Challenges

Site Links:

  • Home
  • Events
    • Event Calendar
  • About
    • About Us
    • Council Information
    • Documents
    • Links
  • Directory
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • Contact
    • Contact Us
    • Login
South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
  • ABOUT
    • About Us
    • Council Information
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • CONTACT
    • Contact Us
    • Mailing List

Secure Act 2.0

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

Add to My Outlook Calendar

Add to My Google Calendar

Registered for this event? Login now to view additional event details.

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

September 11, 2025

The Ethics of AI Across Multiple Professions and Cross Professional AI Challenges

Cynthia R. Cox

See Event Details

October 9, 2025

The Love Affair is Over... What Professional Fiduciaries Need to Know

Monica Goel

See Event Details

November 13, 2025

A Simple Estate, A Tangled Web: Fiduciary Income Tax in Real Life

David Bennedetto

See Event Details

December 11, 2025

Trusts in Asset Protection Planning — A Practical Hour for Estate Planners

Jacob Stein

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
  • For Professionals
  • Guide To Teaming

Join our Mailing List!

Home Event Calendar About Us Council Information Documents Links Member Directory Leadership Committees Past Presidents Member Home Member Benefits Application Form Member Renewal Membership - Additional Information Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.