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Thursday, September 11, 2025

Ethics of Using AI

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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 11, 2025

Ethics of Using AI

Cynthia Cox

See Event Details

October 9, 2025

Firearms Transfers

Matthew Kanin

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

Trust and Asset Protection

Jacob Stein

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See Full Calendar

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