Exclusive On-Demand Webinar from Natalie Choate
The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.
Unlimited streaming access for 72 hours.
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Purchase includes, “Recent Developments in Estate Planning and Retirement Benefits: Planning in a Post-SECURE World”, an 87 page analysis by Natalie Choate.