City of Auburn Parks and Recreation
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Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets • Register • View Cart •

At this workshop you will learn:
• 7 strategies for Savvy IRA planning
• 6 roll over options for your retirement, plan funds
• SECURE Act changes to IRA planning
• 3 common required minimum, distribution mistakes
• The difference between indirect and, direct rollovers
• How to coordinate your IRA planning, with your overall retirement, estate, tax,, Social Security and financial plans
• 3 different options for spousal IRA, beneficiaries

The decisions you make today can have, an impact on your overall retirement plan!, , Participants should only plan to attend one, session as all sessions will cover the same material.

All participants will be required to register. If you plan to register the day of the workshop, please plan to arrive 15-30 minutes early so the front desk staff can assist you.

Contact 
Fred Middleton, Financial Advisor
(334) 481-1222
fred@pmgplanning.com.com

Register Activity Ages Grades Days Date/Time Fees
 
  Activity Canceled
Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets - May Afternoon Class - Spring 2024 - PMG Planning * CANCELED
50y and up N/A Tu  05/07/2024
01:00 PM - 02:00 PM
Hubert & Grace Harris Center - Meeting Room 		$0.00 Res, $0.00 Non-Res
 
  Activity Canceled
Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets - May Night Class - Spring 2024 - PMG Planning * CANCELED
50y and up N/A Tu  05/14/2024
06:30 PM - 07:30 PM
Hubert & Grace Harris Center - Meeting Room 		$0.00 Res, $0.00 Non-Res
 
  Activity Canceled
Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets - August 6th - Summer 2024 - PMG Planning * CANCELED
50y and up N/A Tu  08/06/2024
02:00 PM - 03:00 PM
Hubert & Grace Harris Center - Meeting Room 		$0.00 Res, $0.00 Non-Res

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