The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

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.

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Bonus Content

Purchase includes, “Recent Developments in Estate Planning and Retirement Benefits: Planning in a Post-SECURE World”, an 87 page analysis by Natalie Choate.


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