- Speaker: Robert S. Keebler
- Date: Tuesday, December 8, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Tactical and Strategic Roth Conversions in 2020
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
How to Market and Sell More IRA Beneficiary Trusts – – After the SECURE Act
- Speaker: Philip J. Kavesh
- Duration: 90 minutes
Year-End Planning in 2020 Including Planning for a Biden Administration
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
The 30 Most Common Trusts: What You Need to Know
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Fixing Old “B” Trusts
- Speaker: Steven J. Oshins
- Duration: 60 minutes
What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Traps & Tricks of Drafting IRA Trusts & Beneficiary Forms After the SECURE Act
- Speaker: Edwin P. Morrow III, Philip J. Kavesh
- Duration: 90 minutes
Life Insurance and IRAs After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Strategic & Tactical Roth Conversions After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
