Unorthodox Planning Under the Secure Act
Please join us for a virtual meeting on October 20, 2020. Our guest speaker will be Tom Anderson, J.D., CFP of Northwestern Mutual. Tom will be speaking about the top ten planning ideas after the Secure Act and Cares Act, including Roth IRA conversions and Non-Qualified Annuities.
A link to join in the meeting will be sent closer to the meeting date.