23
July
Savvy Retirement and Estate Planning - 6pm Webinar
Description
David Roche, Cetera Investors Branch Manager will discuss:
- New for 2020: How the SECURE ACT has changed financial planning.
- Required Minimum Distribution: Understand the rules and definitions of RMD.
- Rollover: What are the options for your retirement funds.
- ROTH and Traditional IRA: Insight into planning to maximize wealth.
- Planning: Coordinating your overall retirement, estate, tax, education, Social Security and financial plans.
- New for 2020: How the SECURE ACT has changed estate planning.
- Trust Design: Securing your retirement with a well-designed trust.
- Beneficiary Designation Forms: Learn common mistakes and how to avoid them.
- Health Care Decision Making: How to plan in the COVID-19 era.
- Planning: Financing long-term care costs, without spending-down your lifesavings.
Date and Time
Thu, Jul 23, 2020
6:00p - 7:00p EST