Next Meeting:
Tuesday, October 10, 2023
The Secure Act: Impact on Estate Planning & Investment Accounts
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October 10, 2023
Michael Gerson, J.D., LL.M. with Raymond James
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November 14, 2023
Local Status of the Economy - Riverside County
Steve Downs, Rancho Mirage Mayor Pro Tem
December 12, 2023
Members-Only Holiday Party
January 9, 2024
Interactive Estate Planning Case Study
Marguerite Lorenz, Prof. Fiduciary - Lorenz Private Trustees
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