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Estate Planning for Advisers Series



Estate Planning 202: IRA Trusts
Thursday, July 19, 2018
Location will be provided upon RSVP.
Located at:

We are excited to invite you, the professionals who we respect and trust, to learn how to protect inherited retirement accounts. Linda will also discuss the compelling reasons to do so, such as:

  • If a retirement account is seized in a lawsuit, frivolously spent, or taken by a divorcing spouse or predator, those assets leave an advisor's management.

  • Protecting these assets provides an opportunity to contact your clients, review assets, and determine whether or not their account is under management.

  • When an advisor spots and helps to protect vulnerabilities, a client's confidence and likelihood of making a referral increases.

  • Proactive planning can assure the longest possible stretch out and growth of a client's assets, ultimately providing an opportunity for continued management and advice to beneficiaries.







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| Phone: 303-984-9900

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