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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.
Cost: FREE


Tickets are not available as this event has passed.