Legacy Planning After the SECURE Act
Join partners Chad Arrington, CFP® and Tom Cusick, CFP®, at noon on Monday, March 20 for a virtual Lunch & Learn to continue discussions on how the SECURE Act has changed legacy planning, particularly for IRAs. They will discuss considerations for leaving various types of assets to different beneficiaries and the resulting planning and tax implications.
To attend, register at:
After registering, you will receive a confirmation email containing information about joining the webinar. Participants can also use their telephone or computer mic & speakers (VoIP): United States +1 (914) 614-3221, Access Code 172-991-728.
We look forward to seeing you on Monday, March 20. As always, we thank you for your loyalty and support. If you have any questions, please call us at 410-893-0560.
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