Dinner Meeting: Ten Tips for Effective IRA Planning and Administration
Date: Thursday, January 14, 2027
Time: 5:00pm - 8:30pm
Location: The Citrus Club - 255 S. Orange Ave., Suite 1800, Orlando, FL 32801
Speaker: Rachel Barlow, Esq.
Rachel N. Barlow is an attorney with Diamond & Lile, in St. Petersburg, Florida. She focuses her practice on estate planning, probate and trust administration, and fiduciary litigation. Rachel is Board Certified by The Florida Bar in Wills, Trusts and Estates. She earned her law degree (J.D.) from Stetson University College of Law, cum laude, and earned her Master of Laws in Taxation (LL.M.) degree from the University of Florida Levin College of Law. Rachel is an Executive Council member of the Real Property Probate and Trust Law Section of the Florida, currently serving as the Chair of the IRA, Insurance & Employee Benefits Committee. She is also an active member of the St. Petersburg Bar Association, where she currently serves as the Chair of the Probate Section, the Clearwater Bar Association, and the Suncoast Estate Planning Council.
*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA).
CE is only available for members.
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