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Tue, Feb 25
|Library 21c
The SECURE Act
Please join us for this FREE workshop discussing the SECURE Act and learn how to use this new legislation to benefit you!
Registration is Closed
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Time & Location
Feb 25, 2020, 10:00 AM – 11:30 AM
Library 21c, 1175 Chapel Hills Dr, Colorado Springs, CO 80919, USA
About the event
Please join us for this FREE workshop discussing the SECURE Act and learn how to use this new legislation to benefit you! The workshop will include:
- How the SECURE Act will affect you and the beneficiaries of your retirement accounts
- Review/Amend your Living Trust (RLT) and/or Standalone Retirement Trust (SART)
- Consider additional Trusts
- Are you Charitably inclined?
- Leveraging with Life Insurance
- Review intended beneficiaries
- Other strategies
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