Thu, Mar 26 | Online Workshop

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

Mar 26, 2020, 3:00 PM – 4:30 PM
Online Workshop

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

  

You have 3 options to join our workshop:

Computer

Go to www.zoom.us and click on “Join a Meeting”

Meeting ID: 846-736-719

You will be prompted to download a Zoom driver.

Once you have entered the meeting ID but before you enter the virtual meeting room, you will be prompted to choose to use your computer audio or to call in to hear the workshop.  If you have speakers on your computer, select Computer Audio.  If not, follow the instructions to call in using your phone.  Either option will still allow you to view our workshop on your computer screen.

If you would like to be able to ask a question during the presentation, please click on the “Chat” button at the bottom of your screen.  This will allow you to type a private message to “Forbush Legal” and we will respond to your question as soon as possible.

Smart Phone

Download the “Zoom” app in your app store.

Open the app and click on “Join a Meeting”

Meeting ID: 846-736-719

If you would like to be able to ask a question during the presentation, please click on the “Chat” button at the bottom of your screen.  This will allow you to text a private message to “Forbush Legal” and we will respond to your question as soon as possible.

Call In

Dial +1 346 248 7799

Meeting ID: 846-736-719

This option will not allow you to see our presentation – but you will be able to hear it.  You will also not be able to ask questions as the presentation is not set up for that by phone.  If you have a question, please write it down.  You can then contact Joni by email <joni@forbushlegal.com> or phone 719-473-6654, and she will get your question answered for you as soon as possible.

Registration is Closed

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