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- Posted August 20, 2014
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Firm offers 'Before the Bell Breakfast Forum'
Area investment advisors, registered representatives, and trust officers are invited to join Miller Canfield corporate lawyer Kal Goren at the next Before the Bell Breakfast Forum titled "The Hardest/Easiest Questions Your Clients Will Ask...." Discussion will include:
- Who your clients should designate as the beneficiary of their IRA in a second marriage under the 70 ½ Rule.
- How to protect your retirement assets from claims of your children's creditors and predators.
Miller Canfield's Before the Bell Breakfast Forums are informational meetings that highlight securities law issues.
The forum will take place on Thursday, Sept. 11, from 7:15 to 8:30 a.m. at the Townsend Hotel in Birmingham.
There is no cost to attend. Space is limited to registered representatives, investment advisors, and trust officers. Advance reservations are required.
To register, visit www.millercanfield.com and click on "events." For additional information, call Sandy Bera at 248-267-3345.
Published: Wed, Aug 20, 2014
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