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