Virtual via Zoom
6:00 PM to 8:00 PM (Eastern Daylight Time)
SECURE ACT: Case Studies and Making Retirement Plans Payable to a Trust presented by Natalie B. Choate, JD. Case studies will illustrate the planning options for the client whose major asset is an IRA or other retirement plan. The presentation will explain the pros, cons and pitfalls of various approaches, including the conservative, the practical and the “cutting edge.”