EPC Annual Meeting
Date: Tuesday, May 11, 2021
Time: 8:15am - 12:00pm
Location: University Center/UNF
Speaker: Jonathan Blattmachr, Principle, Pioneer Wealth Partners with Teresa Bush and Marty Shenkman
Registration begins at 8:15 a.m This meeting will include a continental breakfast/brunch;
Speakers: 9:00 a.m. until Noon; Three hours of CE credits
Three Speakers:
|
Jonathan Blattmachr, Principle, Pioneer Wealth Partners |
with Attorneys Teresa Bush and Marty Shenhman
Topics:
* How to Secure a Stretch Payment on an IRA or QP in light of the Secure Act.
* Preparing for the almost certain to be enacted the Estate Gift and Inheritance Basis Rules
Live presentation. Zoom available for those who cannot attend in person.
(Our speakers will be with us via Zoom)
