Broker Check
15 Oct
2020: Year End Strategies


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

Thu, Oct 15, 2020

11:30a - 1:30p EST


Cohen's Retreat

5715 Skidaway Rd
Savannah , GA 31406


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

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