Area investment advisors, registered representatives, and trust officers are invited to join Miller Canfield corporate lawyers Ken Konop and Kal Goren at the next Before the Bell Breakfast Forum taking a look at "Beneficiary Designations For Individual Retirement Accounts, Roth Individual Retirement Accounts and Employer Sponsored Tax-Qualified Retirement Plans" Discussion will include:
-Types of Plans.
-Rights of Spouses.
-Naming Spouse, then Children.
-Rights of Creditors of an IRA or Plan Participant.
-Rights of Creditors of Beneficiaries of an IRA or Plan Participant? (Inherited IRA).
-Trust as Beneficiary.
-Annual Agenda for Client Meetings.
Miller Canfield's Before the Bell Breakfast Forums are informational meetings that highlight securities law issues.
The forum will take place on Thursday, October 22, from 7:15 to 8:30 a.m. at the Townsend Hotel in Birmingham.
There is no cost to attend. Space is limited to registered representatives, investment advisors, and trust officers. Advance reservations are required.
To register, visit www.millercanfield.com and click on "events." For additional information, call Sandy Bera at 248-267-3345.
––––––––––––––––––––
Subscribe to the Legal News!
https://test.legalnews.com/Home/Subscription
Full access to public notices, articles, columns, archives, statistics, calendar and more
Day Pass Only $4.95!
One-County $80/year
Three-County & Full Pass also available
