19
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
Thu, Nov 19, 2020
11:30a - 1:30p EST
Location
Lake Oconee Bistro
1130 Lake Oconee Parkway
Eatonton ,
GA
31024
Note
Attendance is limited in order to adhere to social distancing guidelines set forth by the CDC.