| Event: | *Charitable Remainder Trusts & the SECURE Act |
| Date: | 9/28/2021 |
| Time: | 4:00 PM |
| Location: | Main Library |
| Description: |
*Charitable Remainder Trusts & the SECURE Act
Tuesday, September 28 @ 4:00pm
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 required for this in-person class: https://forms.gle/
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