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Upcoming Events

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Past Events

February 20, 2020

4:30p - 6:00p

The Feed Table & Tavern

SECURE Act & Wealth Transfer Strategies

Learn how the SECURE Act impacts IRAs and retirement plans, expands retirement plan options, and impacts wealth transfer strategies that involve retirement accounts from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent guest speaker at wealth management conferences throughout the United States.

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