| Event: | *Focus on Finance |
| Date: | 8/26/2021 |
| Time: | 6:00 PM |
| Location: | Zoom |
| Description: | *Focus on Finance: Charitable Remainder Trusts & the SECURE Act
Thursday, August 26 @ 6:00pm
The SECURE Act went into effect on January 1, 2020. This Act brought significant changes to the way that qualified retirement accounts pass to beneficiaries. Join Financial Planner Wm. Steve Wright, of the Wright Legacy Group and Attorney Cynthia Griffin, of Burnett & Griffin, PLLC, to learn how the SECURE Act changed planning, new considerations that must be made for beneficiaries, and how Charitable Remainder Trusts can offer tax advantages and increase inheritances.
Registration is required: https://forms.gle/VTNKpgi5nnKJ9jmx8 You will be notified via email regarding whether this program is in-person or online. If online, you will receive a Zoom link via email prior to the meeting.
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