FOX VALLEY ESTATE PLANNING COUNCIL

Naming 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: 

• Donald C. Degen, CFP, Director, Private Wealth Advisor, BMO Wealth Management
• Amber Drew J.D., Partner, Clingen Callow & McLean, LLC

Look forward to seeing you then!