Broker Check
23 July
Savvy Retirement and Estate Planing

Description

Providing information on how the SECURE ACT has changed financial planning.  How to coordinate RMDs, rollovers, education plans, Social Security and financial plans. In addition, how your estate is effected by this act. Discussing trust planning and long term care. Learn common mistakes and how to avoid them, and how to plan for the COVID-19 era. 

Date and Time

Thu, Jul 23, 2020

12:00p - 1:00p EST

Location

Webinar

PT1H

Event Registration

Will you be able to attend this event?