Michigan Forum Meeting Agenda

Friday, October 11, 2019
8:30 AM - 9:00 AM
Registration and Networking
9:00 AM - 10:15 AM
Planning with Retirement Assets
A review of various planning techniques including stand alone retirement trusts and the impact of the SECURE Act.
10:15 AM - 10:30 AM
Break
10:30 AM - 12:00 PM
Wealth Docx Online Tips and Tricks
Tips and Tricks for Utilizing Scenarios, Clauses, and the Lesser-Known Options of Wealth Docx Revocable Living Trusts.
12:00 PM - 1:30 PM
Lunch
Lunch is included with tuition.
1:30 PM - 2:00 PM
Open Discussion
Followup Q&A and the importance of the Forum State Document Committee.
2:00 PM - 2:30 PM
Break
2:30 PM - 4:00 PM
Issues in Trust Administration & Intro to Wealth Tracx
4:00 PM - 4:30 PM
Closing & Forum Business