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The SECURE Act
Thu, Mar 26
|Online Workshop
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
See other events
Time & Location
Mar 26, 2020, 6:30 PM – 8:00 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
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