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Thursday, September 24, 2026

Focus Group - California's new Virtual Representation Statute; Did You Get the Notice?

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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

September 24, 2026

Focus Group - California's new Virtual Representation Statute; Did You Get the Notice?

Moderated by Garee Gasperian and Angela Klenk

See Event Details

October 8, 2026

What you must know about Real Property Title in 2026

Kevin Sayles

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November 12, 2026

Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional

David Bennedetto

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December 10, 2026

When Bad Drafting Leads to Bad Case Law, and Where We Go from Here

Adam L. Streltzer, Esq. and Willow A Mc Jilton, Esq

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See Full Calendar

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