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Client Care Workshop Registration

Register for the Client Care Program Fall 2019 Workshop!

Fall 2019 Client Care Program Workshop  

with Craig R. Hersch & Michael B. Hill

CONGRESS IS COMING FOR YOUR IRA: THE SECURE ACT

Tuesday, November 19th First Assembly of God 9:00 AM

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SIGN UP NOW

Congress Is Coming for Your IRA: The SECURE Act

Our next Client Care Program workshop is coming up soon and is in response to many client questions: Congress Is Coming for Your IRA – The SECURE Act of 2019 & What It Means for You & Your Estate Plan. This workshop explains a new law that Congress is likely to pass: 

  • What’s going to happen to my IRA? 
  • How does The SECURE Act affect the rules affecting my IRA’s beneficiaries? 
  • How does it affect my current planning? 
  • At what age am I going to have to take my required minimum distributions? 
  • Does this affect minor beneficiaries? 
  • What are my estate planning solutions should this act pass?  

We’ve created a new workshop where we’ll answer those questions and more!  

You’re invited to bring friends. Due to the number of clients in our Client Care Program and the limited seating, we do ask that you RSVP.  

We hope that all of you enjoyed this summer, and we look forward to seeing you on November 19th!  

Workshop Date, Time and Location:

November
19

Tuesday, November 19th 9:00 a.m. - 11:00 a.m. First Assembly of God 4701 Summerlin Rd. Fort Myers, FL 33919

SIGN UP FOR THE WORKSHOP

Join Us!