This client only seminar will explain the serious ramifications of the SECURE Act that goes into effect on January 1, 2020.  

All estate plans will be impacted by this new law.  

For most beneficiaries, the strategy of the stretch-out over the life expectancy  will no longer be available.  

We will review the new law, the impact on current strategies, which planning strategies that are currently in place must be revised or scrapped, and what strategies, old and new, hold promise.  

Join us for an informative seminar that will describe recent changes in the law and how these changes can impact your estate plan. 

At the Courtyard by Marriott, Hyannis, MA  on January 8, 2020 @ 10 AM
The SECURE Act: What you need to know
What You Need To Know & Do Now!
Please Join Us 
For A Special Estate Planning Educational Event
Please sign up each Registrant separately