To provide a meaningful presentation, we welcome your comments on the topic during the registration process. Join us for an interactive webinar:

2020 Year-end Estate Planning

Friday, November 13, 2020

11:00 am - 12:00 pm EST

As 2020 draws to a close in what can only be described as a year full of changes, a family should take these changes into consideration before the year-end as they organize their estate for the future. To provide a meaningful presentation, we welcome your comments on the topic during the registration process. 

Topics covered in this presentation will include:

  • The elimination of the Stretch IRA
  • Federal estate exemption
  • The benefits of a Life-Annuity Plan
  • Beneficiary changes
  • Roth conversions

Featured presenters:

We hope you can join us for an interactive and informative online session! Sign up today!

 

When

Friday, November 13, 2020 from 11:00 AM to 12:00 PM EST
Add to Calendar 

Contact

Joe Slezak 
H2R CPA 
 
jslezak@h2rcpa.com 

Note: The information provided on this webinar does not, and is not intended to, constitute tax, accounting, and/wealth advice. All information, content, and materials provided during the webinar are for general informational purposes only and may not constitute the most up-to-date tax, accounting, and/or wealth information. Participants should contact their CPA and/or wealth advisor to obtain advice with respect to any particular tax, accounting, and/wealth matter.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Three Cord True Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.


LPL Financial is not affiliated with any named entities mentioned in this content.