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(9/3) The SECURE Act: What You Should Know - w/ Jon and Guest: Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA® - Morris Hall, PLLC

(9/3) The SECURE Act: What You Should Know – w/ Jon and Guest: Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®

Type: seminar Date: September 3 Time: 10:00 AM - 11:00 AM
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:10:00 AM – AZ time 11:00 AM – NM time REGISTER NOW Presented by Jon Linford with Guest Speaker: Forbes’ Best-In-State Wealth Advisor, Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®  with Hosler Wealth Management, LLC Jon and Bruce will cover key points about the SECURE Act. • Required Minimum Distribution Age Raised from 70 ½ to 72 years old […] ADDRESS: DTSTART:20200903T100000 DTEND:20200903T110000 URL;VALUE=URI:https://morristrust.com/seminars/9-3-the-secure-act-what-you-should-know-w-jon-and-guest-bruce-hosler-ea-cfp-aif-cepa-cdfa/ SUMMARY:(9/3) The SECURE Act: What You Should Know – w/ Jon and Guest: Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA® LOCATION: PHONE: DTSTAMP:20210508T140732 UID:60969b2464428 END:VEVENT END:VCALENDAR
      (9/3) The SECURE Act: What You Should Know – w/ Jon and Guest: Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®.ics
10:00 AM - AZ time 11:00 AM - NM time

REGISTER NOW

Presented by Jon Linford with Guest Speaker: Forbes' Best-In-State Wealth Advisor, Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®  with Hosler Wealth Management, LLC

Jon and Bruce will cover key points about the SECURE Act.

• Required Minimum Distribution Age Raised from 70 ½ to 72 years old • Maximum IRA Contributions Age Repealed • The Stretch IRA is eliminated (your children must now withdraw the IRA within 10 years).

Jon will also discuss the unique approaches to completing your estate planning documents and updates with the current restrictions in place.

Share with friends and family members who could benefit from this information.

REGISTER NOW

If you have a question, or would like a one-on-one phone consult to review your estate plan, please call 888-222-1328.


  Jon Linford Morris Hall Attorney, Partner
Jon Linford currently lives in Northern Arizona with his family. Jon focuses his practice on estate and business planning, as well as trust administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018-2020 by Sedona Readers' Choice.
 
 
 
 
Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA® Hosler Wealth Management, LLC https://hoslerwealthmanagement.com/
Bruce Hosler is the founder and principal of Hosler Wealth Management, LLC. He has been in practice since January 1997. His primary focus has been on retirees and widows, using strategies to help lower their taxes and protect and preserve their wealth. . In addition, for the last three consecutive years, Bruce has been named to the Forbes’ Best-In-State Wealth Advisors list for Arizona*. Only 55 wealth advisors in Arizona were named to this list in 2020. * The 2020 ranking of the Forbes’ Best-In-State Wealth Advisor list developed by SHOOK Research  The 2020 ranking of the Forbes’ Best-In-State Wealth Advisors list developed by SHOOK Research. Not indicative of the advisor’s future performance. Your experience may vary. Overall, 30,000 advisors were considered and only 3,500 (11.6 %) were recognized.  Securities and advisory services offered through Commonwealth Financial network, Member FINRA/SIPC, a Registered Investment Advisor, Fixed Insurance products and services offered through CES Insurance Agency.  Tax preparation and accounting service offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth
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