SPECIALTY WORKSHOP:
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
SCHEDULE:
Tampa Bay:
"How to Plan for Your IRA or Qualified Plan"
DoubleTree Suites by Hilton (TAMPA: Rocky Point)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (OLDSMAR)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (LARGO)
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)
