Next Meeting:
Thursday, February 13, 2025
SECURE Act and SECURE Act 2.0 panel
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February 13, 2025
Panelists: Eric Harris, Larry Takahashi, Mollie Kaiser
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March 13, 2025
Update 2025: What’s happening with Medi-Cal Qualification Expansion?
Carlos Arcos
May 8, 2025
Capital Gains Tax Planning for Older Americans
Bruce Givner
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