- October 24, 2019 8:30 am - October 24, 2019 12:00 pm
Annual Continuing Education Workshop for the professional advising community. This will be submitted for 3 hours of CE credit (Insurance, CFP, Enrolled Agents, and CPAs). You can be the adviser who sees the issues and understands the solution!
Topics to include:
- SECURE Act (IRA law changes) This is not yet law but has already passed the House.
- Issues confronting Seniors contemplating remarriage (grey marriage). There will be a discussion of several financial issues including income tax, social security, and Medicare.
- Estate Administration- process of administering an estate through probate or through a trust.
Breakfast and registration begin at 8:30 a.m. Program begins at 9 a.m.
Belmont Recreation Center
1600 Hilliard Road
Henrico, VA 23228