When: Wednesday, March 15, 2017 at noon
Where: Tannenbaum Scro, 1990 Main St., Ste. 725, Sarasota, FL 34236
Come join us for our Free Monthly Lunch & Learn at Tannenbaum Scro on Wednesday, March 15, 2017 at noon. If a large portion of your assets are in 401(k)s or IRAs, you probably hope to leave some of that to your children at some point. If so, you may want to consider creating an IRA Inheritance Trust.
The common practice of naming spouses and children as outright beneficiaries of retirement accounts can result in unintended consequences – children can be accidentally disinherited, non-family members can end up with your hard-earned money, and children with addictions or other problems may waste large inheritances in a couple of years. If you want to make sure your spouse and children keep some of that nest egg, come to our luncheon and find out about your options.
This will be an informal workshop – no “death by Powerpoint” and plenty of Q&A time.
Bring your friends and family members, too!
Please R.S.V.P. to Alex by March 13th: (941) 308-3158 or [email protected].