PBI Video - 6.5 hours of substantive law credit.
*LUNCH IS INCLUDED*
Registration begins at 8:30 a.m.
Register below and mail in your check (payable to PBI) to the ECBA office or pay online through www.pbi.org
Add to your estate planning expertise
Receive in-depth knowledge of how to integrate retirement benefits into your client’s estate plans
Understand the Minimum Distribution Rules
Whys, hows, whiches and whens of charitable giving with retirement benefits
Help your charitably-inclined clients save money while doing good
Lifetime distribution strategies for retirement benefits
Receive a copy of Natalie Choate’s book Life and Death Planning for Retirement Benefits
This indispensable reference is now in its 7th Edition with new or expanded coverage on Everything Roth, rollovers and plan-to-plan transfers and after-tax money in plans and IRAs