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The Secure Act and the Estate Tax Time Bomb

Name: The Secure Act and the Estate Tax Time Bomb
Start: 2020-02-19T07:45:00-05:00
End: 2020-02-19T10:00:00-05:00
Location: 201 Old Country Road Suite 140 (lower level) Melville, NY 11747

February 19, 2020 @ 7:45 am - 10:00 am

This month’s topic will be: “The Secure Act and the Estate Tax Time Bomb” Uncover the hidden Estate tax consequences and solve the tax time bomb this creates with legal and insurance concepts.

Presenter: Lawrence Scherer, Scherer & Pudell, PLLC
Topic: Estate Tax issues coming up and the charitable gifting of retirement funds

Presenter: Jeffrey Radosevich, Regional VP Prudential Individual Life
Topic: Planning discussions and opportunities.

The Secure Act and the Estate Tax Time Bomb

Details

Date: February 19, 2020
Time:
7:45 am - 10:00 am

Venue

201 Old Country Road Suite 140 (lower level) Melville, NY 11747
201 Old Country Road Suite 140 (lower level)
Melville, NY 11747 + Google Map