SANTA BARBARA ESTATE PLANNING COUNCIL

September 26, 2023

SECURE Act 2.0

Christine Roberts, Mullen & Henzell

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October 24, 2023

Multidisciplinary Estate Planning Workshop

Workshop

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November 28, 2023

Valuation Issues in Estate Planning

David P. Adams, CPA, ABV, ASA

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January 23, 2024

2024 Economic Forecast

Christopher Shipley, Chief Investment Strategist – Northern Trust

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