Estate Planning Workshops
At the end of 2019, the President signed the Secure Act. This is potentially the most significant retirement legislation passed in over a decade. Learn how this landmark retirement legislation will affect your income taxes and your beneficiaries’ income taxes. You need to be aware of how this may change your own retirement planning and the actions you may want to consider. Join us for this free virtual workshop to learn more! This workshop will be held via zoom, register today for one of the following two sessions:
For more information, view our event flyer.