Dmitriy Stepanov, Merrill Lynch

New Year with Robert K Kirkland: Topic you won't want to miss!

Date: Tuesday, February 8, 2022
Time: 5:30pm - 8:00pm
Location: Vineyards Country Club
Speaker: Robert K. Kirkland

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Please join us for our first of 2022 Speakers Meeting at the Vineyards.  Please come to welcome our speaker, Robert K. Kirkland as he speaks on his topic:

THE SECURE (“SETTING EVERY COMMUNITY UP FOR RETIREMENT ENHANCEMENT” OR “SENDING EVERYONE COWERING UNDER REDUCED EXPECTATIONS”) ACT AND OTHER RECENT DEVELOPMENTS IN ESTATE PLANNING FOR RETIREMENT ASSETS

Discussing:  "Effective on January 1, 2020 (with a few minor exceptions), the Secure Act brought a sea of change in estate planning for retirement benefits.  This presentation will cover the latest developments with respect to the SECURE Act and other recent happenings on this area"

 

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