Wednesday, March 27, 2019 from 8:30 AM to 10:00 AM EDT
Add to Calendar 


Art Ovation Hotel
1255 North Palm Avenue
Sarasota, FL 34236

Driving Directions


Katelyn Pforzheimer
Williams Parker
(941) 366-4800

Join Williams Parker attorneys Colton F. Castro and Alyssa L. Acquaviva for a seminar which will provide IRA account owners with the necessary knowledge to enable them to make informed decisions about how to structure their estate plan and IRA beneficiary designations in a manner that best fits tax planning and personal goals.


  • Wealth management strategies for IRA account owners
  • Minimum required distribution requirements and timing
  • Tax penalties and how to avoid them
  • Tax laws regarding the inheritance of IRAs, including rollovers and beneficiary designations
  • Charitable planning involving IRAs
  • Structuring an estate plan to maximize the benefits available to IRA account owners and their beneficiaries
Admission is complimentary and breakfast is provided; however, space is limited.
Please RSVP to reserve a space.