Event Calendar
February 6, 2025 |
SECURE Act: Post-death distribution rules for IRA beneficiaries
Alicia Cole, Partner, CFP® |
May 1, 2025 |
MI Uniform Power of Attorney Act: Updates Made in 2024
Michael D. Shelton |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |