|WCSI Local News|
The Schneck Medical Center Foundation's Planned Gifts Committee is hosting a teleconference on Solving Frequently Encountered Problems With Retirement Assets on Tuesday, Oct. 15, from 1 to 2:30 p.m. It will be held in Suite 125 of the Jackson Medical Building.
Featured speakers will be Roy M. Adams and special guest, of Cannon Financial Institute.
Disposition of retirement assets is a very common concern among our clients. Rich, poor or in between, just about everyone has an interest in an employer-provided plan or an IRA. Since this is an area in which our advice is so often in demand, we owe it to our clients to possess and maintain a high degree of expertise concerning these issues. Areas in which this level of expertise is required include beneficiary designations, design and optimal funding of trusts to receive retirement plan or IRA distributions, and rollover opportunities and hazards protection.
Early registration for this free teleconference is suggested as space is limited. Seats may be reserved by calling Cora Laymon at the Schneck Foundation at 812-524-4245.
Last Updated: Friday, September 20, 2013 5:52:50 AM
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