Loading Events

« All Events

  • This event has passed.

FPAMN Virtual K’Nex – June 3

June 3 @ 12:00 pm - 1:00 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:
FREE to Members
$10 - non-members

Presentation: 12:00 – 12:45 pm
Q & A: 12:45 - 1:00 pm

RSVP by 5 pm on Tuesday, June 2, 2020

Details

Date:
June 3
Time:
12:00 pm - 1:00 pm
Website:
http://www.cvent.com/d/4nqv75

Venue

ZOOM
Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Organizer

Becky Sebastian
Email:
nexgen@fpamn.org