North Carolina Forum Meeting Agenda

Friday, October 25, 2019
9:00 AM - 9:30 AM
Registration, Continental Breakfast, Networking
9:30 AM - 11:15 AM
The Secure Act – A First Look
Nationally recognized retirement planning expert, Bob Keebler, will provide a strategic planning update on Congressional intent to reform life expectancy payouts to either a five- or ten-year payout, impacting traditional and Roth IRA’s.  Mr. Keebler will discuss designing IRA-trusts in the new Secure Act environment, and the terrible payout result with RMD conduit trusts.  He will also discuss decanting and reforming conduit trusts and even accumulation trusts.  – An essential class for attorneys engaged in estate and elder law planning for clients whose assets include retirement plans.     
(Live Lecture via Zoom video conference:  75-minutes & 30-minute Q&A session with Mr. Keebler)
1.5 CLE credits
11:15 AM - 1:00 PM
Lunch and Best Practices Roundtable
Buffet lunch is included with tuition.  
Roundtable - Best practices discussion
1.0 hours CLE credit
1:00 PM - 2:00 PM
Qualified Retirement & Income Tax Planning with and without the SECURE Act
William A. Conway, J.D., tax attorney, investment banker, and legal educator. Mr. Conway continues the discussion of retirement planning with and without the Secure Act, as well as drafting considerations when implementing income tax planning strategies.
(Live lecture and a 30-minute Q&A session with Mr. Conway.)
1.75 CLE credits
 
The NC Forum wishes to thank WealthCounsel for sponsoring Mr. Conway’s appearance & presentation.  Mr. Conway is a principal of WealthCounsel.
 
2:00 PM - 2:15 PM
Break
2:15 PM - 3:15 PM
Qualified Retirement and Income Tax Planning (continues)
3:15 PM - 3:45 PM
North Carolina Forum Business and Membership Meeting
Treasurer’s Report, Election of 2019 Directors & Nomination of Officers from the
membership
(Brief meeting of the newly-elected Directors following adjournment)