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
The SECURE Act

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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