The Setting Every Community Up for Retirement Enhancement (SECURE) Act: Implications for IRAs and Estate Planning
Date/time: Thursday, September 10th at 11am and Tuesday, September 15th at 11am
Our discussion will cover the background of the SECURE Act, how it impacts Individual Retirement Accounts, and actions you might want to consider for estate planning.
Hosted by: Martin Wealth Management, Inc.
Presented by: Laura Martin Miri, Managing Director- PIM Portfolio Manager
John C. Martin, Principal Attorney, Law Offices of John C. Martin, P.C.
*IMPORTANT PARTICIPANT INFORMATION
-The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.
-Invitation and event link to be sent through email
-If you have any questions or concerns please contact the sender of the invitation.