Broker Check
11 Nov
2020: Year End Strategies

Description

The discussion will center around four main topics:

  • Taking Advantage of the SECURE Act
  • Understanding the Qualified Charitable Distribution Anti-Abuse Rule
  • 3 Ways You’re Not Taking Advantage of Low Interest Rates
  • Developing a Family Investment Policy

Date and Time

Wed, Nov 11, 2020

11:30a - 1:30p EST

Location

POGO's Kitchen

1408 Lewis Street
Fernandina Beach, FL 32034

Note

Attendance is limited in order to adhere to social distancing guidelines set forth by the CDC.

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