Mon, 3 February 2020
Everyone that has a retirement account is affected by the SECURE Act. Is your estate plan up to date?
Got an estate planning question? Michelle Lerman joins me for a discussion on how estate planning just changed under the SECURE Act.
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge this Thursday, February 6th. Click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_1-29-2032k_w_Michelle_Lerman.mp3
Category:general -- posted at: 11:48am PDT