SECURE Act Brings Administrative Chaos - Who Will Be Held Responsible for Decisions Made?
We are excited to announce our next meeting! This time, we welcome our very own members from Ballast - John Boardman, Andy Reynolds, Cameron Hamilton, Frank Yozwiak and Brian Burton. They will be presenting together (via Zoom) a meeting entitled, "SECURE Act Brings Administrative Chaos - Who Will Be Held Responsible for Decisions Made?"
By now, we all have a general understanding of the SECURE Act. Hear Ballast's thoughts on best practices for implementation and planning techniques. This discussion will include: 1) Which professionals will be held accountable for implementation of decisions made surround the SECURE Act, 2) Strategies for planners prior to and into retirement, 3) 10-year payout strategies for beneficiaries post inheritance, 4) Optimal payout strategies with case studies and 5) Estate planning design considerations.
We are very happy to be able to bring this meeting to you FREE of charge by joining in on our Zoom meeting. A link will be emailed the morning of the event to all who RSVP by either clicking the link below or replying directly to this email. Guests are welcome to join in, as always. If you would like to include a guest, please be sure to RSVP for them as well in order to be sure we have the correct email address for them. We need to receive your RSVP no later than MONDAY, OCTOBER 12TH!
In addition, Ballast, Inc. has very generously offered to provide all attendees a FREE Jimmy Johns sandwich during the meeting. We will coordinate addresses and sandwich orders once we receive all RSVP's. THANK YOU, Ballast!!
We thank you so much for your continued support of the Bluegrass Estate Planning Council and for bearing with us as we try to make the best of this strange time.
We look forward to "seeing" you virtually on Wednesday, October 14th at 12:00 NOON!
Melissa Gregory, Council Executive
As always, we would like to thank our 2020-2021 Sponsors!
PLATINUM - Central Bank and Trust Co, Community Trust and Investment Company and Frost Brown Todd LLC
GOLD - Cumberland Valley National Bank, Dean Dorton and MCF Advisors
SILVER - Ridings Insurance and Financial Services LTD
