This is a 4-hour live video conference (4 CPE credits) led by Natalie B. Choate, Esq., author of the estate planners’ “Bible” on retirement benefits, “Life and Death Planning for Retirement Benefits.” From her office in Wellesley, Mass., Natalie writes and teaches (to the trade only) in the field of tax planning for retirement benefits.

Zoom Live Video Conference: May 31st, 9am-12:30pm ET

Follow the link below for more information and to register.

Estate Planning for Retirement Benefits after SECURE & SECURE 2.0 (Spring 2024)