Loading Events

« All Events

*CANCELED* FPAMN K’Nex – April 1

April 1 @ 5:00 pm - 7:00 pm

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone
SECURE ACT – Practical Financial and Estate Planning Strategies presented by Marcus Urlaub

Marcus will explain how financial planners can guide their clients through the challenges and opportunities presented by the SECURE Act, recently signed into law, to help clients coordinate their financial and estate plans. He will consider how the Act’s 10-year rule affects trusts and individual beneficiaries; how to plan for young beneficiaries, spendthrift beneficiaries, divorces, and creditors; what strategic adjustments to make in qualified plan beneficiary designations for income tax planning, and what life insurance and charitable planning strategies may be beneficial.

Fees:
FPA Member - $10
Non-Member - $15

Registration & Networking: 5:00 - 5:30 pm
Presentation: 5:30 - 6:30 pm
Additional Networking: 6:30 - 7:00 pm

Light refreshments provided

Details

Date:
April 1
Time:
5:00 pm - 7:00 pm
Website:
http://www.cvent.com/d/4nqzyk

Organizer

Becky Sebastian
Email:
nexgen@fpamn.org

Venue

Accredited Investors, Inc.
5200 West 73rd St
Edina, MN 55439 United States
+ Google Map
Phone:
952-841-2222