Financial Advisor Workshop: IRA Beneficiary Trusts
Free
Financial Advisor Workshop: IRA Beneficiary Trusts

Financial Advisor Workshop: IRA Beneficiary Trusts

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StephensonLaw, LLP

1100 Crescent Green

#220

Cary, NC 27518

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Description

A Lunch-and-Learn workshop for financial advisors. IRA Beneficiary Trusts are a relatively new development in Estate Planning - learn how they work so you can best advise your clients who have IRA assets under your management.

For financial advisors/wealth management professionals only. Lunch provided for attendees.

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Date and Time

Location

StephensonLaw, LLP

1100 Crescent Green

#220

Cary, NC 27518

View Map

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