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|
|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 is included with tuition.
|1:30 PM - 2:00 PM|
Followup Q&A and the importance of the Forum State Document Committee.
|2:00 PM - 2:30 PM|
|2:30 PM - 4:00 PM|
Issues in Trust Administration & Intro to Wealth Tracx
|4:00 PM - 4:30 PM|
Closing & Forum Business