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June 25th Zoom Focus Group

June 25, 2020 @ 7:45 am - 9:00 am

Speaker:  Eric Harris

Topic: The Secure Act: What is it, and how does it change estate planning for retirement plans

Handouts – SBEPC Focus Group 2020-6 Harris Secure Act

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In December of 2019, new legislation quietly created the largest changes to retirement plan rules in decades. Join the South Bay Estate Planning Session Focus Group facilitated by Eric Harris, Esq. for a lively discussion covering the following topics:

  • Policy discussion
  • What changed and what stayed the same?
  • Why is estate planning for retirement plans fraught with danger?
  • Sample provisions

Details

Date:
June 25, 2020
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Eric Harris
Topic
The Secure Act

Details

Date:
June 25, 2020
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Eric Harris
Topic
The Secure Act