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· 45 minutes

Practice session with CF Team

Thursday, May 6, 2021 · 3:30 p.m. · Eastern Time (US & Canada)
About This Webinar

Collier Financial and Rutkowski Law Firm will be hosting a FREE webinar event regarding this timely topic of "Understanding the SECURE Act & 2021 Federal Estate Tax Laws". Your featured guest speakers will be Expert Estate Planning Attorney and Founder of Rutkowski Law Firm, Michael Rutkowski, along with Investment Advisor Representative and Vice President of Collier Financial, Caleb Collier. Together they will share information that will help better prepare you and your family in navigating the uncertainties of the future.

Attend this online event to learn more about:

-2021 FEDERAL ESTATE TAX PLANNING UPDATE: Learn about the important projected changes to the federal estate taxes and how this effects your current estate plan and the distribution to your beneficiaries.

-THE SECURE ACT UPDATE: Find out who can still do a Stretch IRA, as well as common mistakes IRA beneficiaries are making after the SECURE Act and new rules to consider.

Attendees receive a FREE 1-hour, private evaluation. Space is limited!

Who can view: Everyone
Webinar Price: Free
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Collier Financial

Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.
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