October Meeting - 2026: Secure 2.0 and Roth Conversions
Date: Thursday, October 22, 2026
Time: 5:00pm - 7:30pm
Location: Wilmington Country Club
Speaker: Ross Slutsky, ASA (Withum) and Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (Holland & Knight)
MEETING NOTICE
RSVP by: Noon – Friday, October 16th, 2026
Sponsors:
Gunnip & Company LLP
Glenmede LLC
To sponsor an event, please contact Jeff Kaczmarczyk, Sponsorship Chair.
AGENDA:
- Cocktails: 5:00 pm
- Dinner: 5:45 pm
- Speaker: 6:30 pm Ross Slutsky, ASA and Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA
- Topic: Secure 2.0 and Roth Conversions: Estate planning impacts, valuation discounts, and administrative obligations
MENU:
- Caesar Salad
- Sea Bass with lemon beurre blanc sauce
- Assorted cookies
- VEGETARIAN: Autumnal pasta with veggies
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