You are moments away from hearing the nation’s leading author and expert on post death retirement planning dissect the SECURE Act and clarify just what this means for estate planners.
Whether you are a Trusts & Estates attorney, an Elder Law attorney, a Special Needs Planner, a Financial Advisor, Tax Accountant or CPA, you’ll want to hear Natalie break down just what this means for your future and existing clients.
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And, you’ll want this, Natalie Choate’s Post-SECURE Beneficiary Payout Rules Chart
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