Accredited Investors, Inc.
5:00 - 7:00 pm
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.
RSVP by March 31, 2020