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DTSTART:20241114T233000Z
DTEND:20241115T013000Z
LOCATION:Elgin Country Club, Wine Room, 2575 Weld Road, Elgin, IL 60124
UID:2634120241114T233000ZIRA Planning
DTSTAMP:20260611T061540Z
DESCRIPTION:\nNaming the appropriate beneficiary for an IRA is an important step for a client to achieve their legacy goals. As the prevalence of IRAs has grown, it has become more common to name trusts as IRA beneficiaries. Join our panelists for an interactive session discussing the pros and cons of this approach. Discussion will be faciliated by: \n Donald C. Degen, CFP, Director, Private Wealth Advisor, BMO Wealth Management Amber Drew J.D., Partner, Clingen Callow & McLean, LLC \nLook forward to seeing you then!\n
SUMMARY:IRA Planning - Fox Valley Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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