Here are all my currently booked seminars, by date and city. I hope to see you soon at one of them!
All seminars are for professional audiences unless otherwise indicated. If no contact phone number or linked web site is shown, the event is for members only. The topic for these talks is some aspect of “Estate Planning for Retirement Benefits” unless otherwise noted.
*An asterisk indicates a NEW engagement added since the last update or a seminar with changed information since the last update—such as a new date, topic or contact person.
ALL 2020 SEMINARS WILL COVER SECURE: WHAT IT SAYS, WHAT IT DOES, AND WHAT IT MEANS FOR OUR CLIENTS’ RETIREMENT BENEFITS AND ESTATE PLANS.
March 7, 2020
Boca Raton, FL
American College of Trust & Estate Counsel (ACTEC)
Annual meeting: Panel Seminar on Planning for Retirement
Attendance limited to ACTEC fellows registered for this meeting
*April 24, 2020
Fort Lauderdale, FL
American Academy of Estate Planning Lawyers
4 hour presentation:
- SECURE: Case Studies in Estate Planning for Retirement Benefits
- Trusts as Beneficiaries of Retirement Benefits—before and after SECURE
- IRA Mistakes and How to Fix Them
- Death and Taxes: the Inherited Retirement Plan
To see if you qualify to attend, email firstname.lastname@example.org
*April 28, 2020
Grand Rapids, Michigan
Western Michigan Estate Planning Council
- 2-3 hour presentation:
- 70-1⁄2, er-r-r, 72: How to compute, pay, minimize or avoid lifetime RMDs
- Charitable Giving with Retirement Benefits
- SECURE: What it Means for Our Clients’ Estate Plans
May 14, 2020
Northwestern Mutual Life Ins. Co.
Topic to be determined
Attendance limited to Northwestern Mutual agents and invited guests
June 5, 2020
Boston Tax Institute
“The All-day Seminar”
September 30, 2020
Financial Planning Association of Greater St. Louis
1.5 hour presentation: “The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Includes SECURE! What it Means for Our Clients’ Estate Plans