Journal of Financial Planning: July 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2024 July 2024 More from this issue Reexamining the SECURE 2.0 Act for 2024: Previous, Current, and Future Considerations By Patrick M. Ryle, J.D., LL.M., CPA, CMA; Mark A. McKnight, Ph.D., CFE; Brett L. Bueltel, J.D., CPA; Christian G. Koch; and Michael P. D’Itri July 2024 Dear Adviser: Retirement Planning Isn’t a Niche By Kalli Fedusenko July 2024 Next-Gen Advisers Are Fueling the Pro Bono Movement By Jon Dauphiné, Esq. July 2024 Related Events August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
Reexamining the SECURE 2.0 Act for 2024: Previous, Current, and Future Considerations By Patrick M. Ryle, J.D., LL.M., CPA, CMA; Mark A. McKnight, Ph.D., CFE; Brett L. Bueltel, J.D., CPA; Christian G. Koch; and Michael P. D’Itri July 2024
August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger