Join us for our first Wicked Good Half Day Talks of 2025. We have a fantastic day of discussions planned! Tricia Smock will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients’ families and estates. Kate Hufnagel will discuss helping individuals and families do the important work that nobody likes to talk about – getting their affairs in order. And of course, Natalie Choate’s session on post-SECURE retirement distribution planning will be invaluable as everyone navigates these complex rules.
Join us for happy hour at the Painted Burro.