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The SECURE Act & the CARES Act impact your retirement planning and how you can use funds over time — and both took effect in 2020. 

This FREE virtual session (offered on Sept. 22 and Sept. 29) is ideal for those who are retired and nearing retirement. We will discuss:
  • How to maximize "gifts" the government is giving you with this legislation
  • How new RMD rules could impact your taxes
  • How the new beneficiary rule could cost your heirs a fortune
  • What kind of distribution relief is available due to COVID-19
If you are not aware of the changes that now affect RMDs, IRA contributions, early withdrawal of retirement funds, 401K loans, or the new limit that affects beneficiary distributions, sign up today! An expert attorney and a financial advisor will also be available to answer your questions after the presentation.
Register Now
If you are unable to attend either session, please contact us to discuss other options.
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Option #1: The SECURE & CARES Acts Webinar
 
Date: Tuesday, Sept. 22

Time: 5:30 to 6:30 pm
 
Speakers: Rudy Beck, with special guest Marvin Mitchell
Join on Sept. 22
Option #2: The SECURE & CARES Acts Webinar
 
Date: Tuesday, Sept. 29

Time: 3:00 to 4:00 pm

Speakers: Jay Lenox, with special guest Marvin Mitchell
Join on Sept. 29
How Does an Asset Protection Strategy Work?
Asset Protection is a strategy elder law attorneys use to help clients preserve their funds from lawsuits, taxes, creditors and other potential threats. This strategy can also help "stretch" the funds an individual may need to pay for long-term care later in life, and may also provide access to public benefits.

See five real-life experiences on our website that show how Asset Protection strategies can help provide a solution to even the most serious challenges.
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