Covert Law: Workshops - HOW TO PLAN FOR YOUR IRA OR QUALIFIED PLAN

Workshop: HOW TO PLAN FOR YOUR IRA OR QUALIFIED PLAN

4. "How to Plan for Your IRA or Qualified Plan"

- Why You NEVER Name Your Spouse as the Primary Beneficiary

Learn:

- why IRAs and other Qualified Plans (401(k)s, 403(b)s, etc.) should never be beneficiary-designated to a Spouse
- how to best structure your beneficiary designations to ensure 100% asset protection and bloodline planning for your loved ones
- how to protect your IRA from second marriage depletion, divorces, and lawsuits
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SCHEDULE:

Tampa Bay:

"How to Plan for Your IRA or Qualified Plan"

The Westin Tampa Bay
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)

Lakewood Ranch (Sarasota):

"How to Plan for Your IRA or Qualified Plan"

Even Hotel (formerly Holiday Inn Express)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)

Ft. Myers:

"How to Plan for Your IRA or Qualified Plan"

Crown Plaza: Bell Tower Plaza
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)

Naples:

"How to Plan for Your IRA or Qualified Plan"

Hilton Naples
Date: Coming soon
Time: 2:00 pm (length: 90 minutes)

(All Workshops are Free)

Contact Us:

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Covert | Law
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Covert | Law

Your Plan. Your Family. Their Future.

- - We Take Care of Families: Today - Tomorrow - Forever - -

NEIL R. COVERT, Attorney at Law

Clearwater - Sarasota - Fort Myers - Naples

1.800.660.7564