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EVENT DETAILS

Where will we be and when?

Event Name: Rhode Island Higher Educational Institutions Retirement Readiness Conference
Event Date: 1/20/2017
Event Time: Starts: 1:45 PM   Finishes: 2:45 PM
Where: Providence, RI
Event Details:

Estate Planning: Estate Documents Everyone Should Have:  David K. Carboni, Ph.D., CFP will cover special legal considerations of retirement.  Topics covered will include estate planning issues such as the importance of an up-to-date will and de-mystifying" the probate process"; estate tax planning and the selective use of trusts; the importance of Advance Directives; up to date legal documents everyone should have; legal domicile; coordinating your beneficiary designations and how your other property is owned; and Stretch IRAs.