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DTSTART:20250206T220000Z
DTEND:20250207T003000Z
LOCATION:Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
UID:2681320250206T220000ZSECURE Act:  Post-death distribution rules for IRA beneficiaries
DTSTAMP:20260405T223037Z
DESCRIPTION:\nExperience\n \n \nI am an estate planning and wealth transfer specialist in the wealth management practice. I am known for working with clients to create a comprehensive estate plan that will help minimize taxes, preserve family wealth, and address potential future issues such as special needs beneficiaries, remarriage, and asset protection concerns.\n \nI have over 16 years of experience providing a variety of consulting services to high-net-worth clients. I specialize in advanced wealth transfer techniques, estate and gift tax planning and compliance, and planning for retirement benefits.\n \nI hold a B.S.B.A. in finance from Bowling Green State University with a concentration in personal financial planning.\n \nCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.\n
SUMMARY:SECURE Act:  Post-death distribution rules for IRA beneficiaries - Washtenaw Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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