$75

Virtual Continuing Education Course Featuring Natalie Choate

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$75

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Event description
Join the Professional Advisor Council of Akron Community Foundation for a virtual continuing education course.

About this event

This three-hour continuing education course will feature headline speaker Natalie Choate and guest speaker Matt Kadish.

Case Studies in Estate Planning for Retirement Benefits (by Natalie Choate)

  • Practical ideas for real-life situations after the SECURE Act
  • Planning options for the client whose major asset is an IRA or other retirement plan and who wants to leave benefits to their surviving spouse, adult or minor children, or a disabled beneficiary
  • Outside-the-box solutions for replacing the stretch IRA

Making Retirement Benefits Payable to Trusts (by Natalie Choate)

  • The pros, cons and pitfalls of naming a trust as the beneficiary of retirement benefits
  • Trust accounting for retirement benefits: Why it matters even more in the post-SECURE environment
  • When and how to transfer an IRA out of a trust or estate

Washington Legislative Update: Forecasting Possible Tax & Estate Planning Changes (by Matt Kadish)

  • Current tax legislation prospects and key factors
  • COVID-19 relief provisions for businesses and individuals
  • Key worries and planning opportunities going forward

THREE CONTINUING EDUCATION CREDITS HAVE BEEN APPROVED by the Ohio Department of Insurance, the Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.

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