The next regular Monthly Meeting will be March 24th on the opportunities to convert non-Roth IRAs to Roth IRAs this year as a panel discussion of several financial planners opening with how the opportunity exists this year followed by how to decide what to do about it. The gathering time starts at 11:30. See Programs and Events for details.
The McLean Estate Planning Council is a voluntary monthly lunch meeting of accountants, attorneys, bankers, insurance agents, and investment and financial advisors and managers. Others may attend. We are an open educational meeting for anyone interested in estate planning and related endeavors. There is a different speaker each month on subjects of mutual interest. Questions and friendly spirited debates are encouraged. Come prepared to have fun.
The Gathering Time starts at 11:30 on the fourth or last Wednesday of the month except in November and December. The presentations begin at 12:00. The Programs and Events page has the date, location, and subject for the next meeting and the dates for the next few meetings.
Our Chairman is Emory Hackman, who is available at 703 288-2941.
This website is for professionals who are knowledgable about the practices and procedures of the estate planning professional disciplines and the law applicable in Virginia. The content is not suitable for use as a substitute for professional advice. Professional education and experience is required before using anything herein as guidance. This website is owned and copyright by McLean Estate Planning Council Website, LLC, for McLean Estate Planning Council, a Virginia non-stock corporation.
Photo provided by a member of McLean Estate Planning Council.
