Dmitriy Stepanov, Merrill Lynch

CANCELED "Estate Planning with Trusts after the SECURE Act"

Date: Tuesday, March 31, 2020
Time: 5:30pm - 8:00pm
Location: The Vineyards Country Club
Speaker: Will Hobson

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"Estate Planning with Trusts after the SECURE Act"

Make your reservation today to hear Will Hobson delve into why trusts are used as beneficiaries of retirement resources, how the SECURE Act impacts trust holding retirement resources and what Estate Planners might consider as they counsel their clients on these issues, going forward.

Don't Miss Out!  RSVP and include your dinner selection!

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