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DTSTART:20180718T190000Z
DTEND:20180718T200000Z
LOCATION:Wells Fargo - 5340 Kietzke Lane, Suite 200
UID:1639020180718T190000ZEPCNN and WELLS FARGO host July NAEPC WEBINAR
DTSTAMP:20260419T055248Z
DESCRIPTION:\nNAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans \nHosted by Wells Fargo  \nWednesday, July 18, 2018 \n12:00 pm to 1:00 pm - Please arrive at least 15 minutes early to gather lunch prior to the webinar \nSpeaker: Natalie B. Choate, Esq., AEP® (Distinguished) \nWhat the Estate Planner Needs to Know about Roth Retirement Plans, including: \n*Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one \n*Why Roths are a great deal for wealthy clients and some others \n*Who should get a Roth plan and who should NOT \n*Who to name as beneficiary of the Roth plan (and who NOT to name) \n*What your wills and trusts need to say about Roth plans \n*Tax free Roth conversions and other tax saving Roth tips \nNatalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & Estates, ACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes.  \nA general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
SUMMARY:EPCNN and WELLS FARGO host July NAEPC WEBINAR - Estate Planning Council of Northern Nevada 
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DESCRIPTION:Reminder
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