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Before the Bell: The Hardest/Easiest Questions Your Clients Will Ask

September 11, 2014
7:15 - 8:30 a.m.
Townsend Hotel (Birmingham)

Area investment advisors, registered representatives, and trust officers are invited to join Miller Canfield corporate lawyer Kal Goren at the next Before the Bell Breakfast Forum.  He will discuss:

* Who your clients should designate as the beneficiary of their IRA in a second marriage under the 70 ½ Rule

* How to protect your retirement assets from claims of your children’s creditors and predators

7:15 AM - 8:30 AM

There is no cost to attend; space is limited to registered representatives, investment advisors and trust officers; advance reservation required.

Sandy Bera 248.267.3345