Carole M. Bass Speaking at a Norton Advisory Group Webinar
July 7, 2020
Carole M. Bass will be a guest speaker at Norton Advisory Group's webinar Building & Protecting Your Estate and Enhancing Your Retirement Income Sources on July 9, 2020 at 12:30 pm.
Description: In these stressful times, high income professionals should re-assess whether their wills and trusts best meet their current needs. Estate planning documents should always be reviewed with changing circumstances. Now is an opportune time for those with no estate plan to get a plan in place.
This webinar will also cover how to best save for your retirement when taxes are likely to significantly increase. Create your own Super ROTH IRA while potentially helping you address estate planning needs.
Click here to register.