The Secure Act: Estate Planning with Individual Retirement Accounts
March 5, 2020 @ 10:30 am - 11:30 am| Free
Our attorney West Hunsaker and a guest speaker Tim Kerrigan from Clark Street Financial will be speaking on the latest law change; The SECURE Act- which was passed 12/20/19 affecting beneficiaries. They’ll discuss-
• How to keep up with changes in federal, state, and tax laws, new strategies and how it impacts inherited IRAs
• The importance of keeping your estate plan documents updated
• How to fund a trust correctly and why it’s so important
RSVP by calling Morris Hall, PLLC directly at 602-249-1329.
Tickets are not available as this event has passed.