CONEJO VALLEY ESTATE PLANNING COUNCIL

June 29, 2021

Bonus Program: 2021 Income Tax Planning Strategies including IRA Strategies

Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

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July 20, 2021

Virtual Summer Luncheon

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September 21, 2021

Program Meeting

David Wolf

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October 19, 2021

Bonus Program: Social Security Considerations in Estate Planning

Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

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November 16, 2021

Tax Planning and Update before Year-End

Rachel Votto

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