What You Should Know
When Your Children or Non-spouse Beneficiaries Inherit your Retirement Funds
Airung Liu, CFP®
High Valley Financial Planning Services
Brandon Mather, CEPA
Dunham & Associates Investment Counsel, Inc.
Thursday, May 13, 2021 at 12:00 Noon
At this lunch and learn event, you will learn
- How to eliminate large tax of inherited IRA's
- How to maximize their life time income
- How to provide asset protection against bankruptcy, lawsuits, creditors, and divorcing spouses
- How to set up guardrails for special needs children, and heirs might struggle with managing their own finance.
RSVP soon! Seats are limited to 50 participants.
The first 25 will receive a $15 digital GrubHub gift card ( After that, a $10 digital GrubHub card) for you to order in your lunch before the event.
Email: email@example.com with your name and email.
You will then receive a link to the webniar and a digital Grubhub card.
If you are inviting guests, make sure you include their names and emails in order for us to process and send digital GrubHub cards separately.
I look forward to seeing you online!
High Valley Financial Planning, Securities America, Inc. and Dunham Trust Company are separate entities.
Date and Time
Thu, May 13, 2021
12:00p - 1:00p PST