Charitable Remainder Trust with an Option of Using Income Tax Savings to Convert to a Roth IRA

Date: Tuesday, October 15, 2019
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club
Speaker: Michael W. Halloran, Northwestern Mutual

Objective:      Estate Planning
Prerequisites:  NONE
Experience Level: Intermediate
Advanced Preparation: None
Teaching Method: Lecture
Recommended Credit: 1 hour

Related Document(s):

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