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Seminar Special Handouts

Click on the two links below to download the pdf file and then save it to you computer.

Planning for Retirement Benefits: Recent Developments: CARES, SECURE, and New Life Expectancy Tables

CONTINUING PROFESSIONAL EDUCATION CREDITS INFORMATION
4-hour webinar: Natalie B. Choate, Esq.: June 5, 2020

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  • Life and Death Planning
    for Retirement Benefits
  • The QPRT Manual
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  • Life and Death Planning for Retirement Benefits 8th edition now available in electronic edition! 
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