14
Oct
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, Oct 14, 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.