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Beneficiary IRA & Estate Planning

June 15th, 2023:  

12:00pm - 1:00pm    Click here to register

  6:00pm - 7:00pm    Click here to register 

The Team at Rosenthal Wealth Management Group cordially invites you to a complimentary educational webinar on Thursday, June 15th on IRA Beneficiary & Estate Planning.

Join us as Larry Rosenthal, host of "Making Money Sense,” has two practicing attorneys join him for an in-depth discussion on Estate Planning. *Mary Lawrence & *Molly Garrett from Northern Virginia’s ShounBach Family Law firm will be on hand to answer all your estate planning questions.

During this one-hour webinar, Larry, Mary, & Molly will provide you with a legislative update on changes in estate planning and how it could potentially impact your assets when passing along to your heirs and charities. They will demystify the basics of estate planning and account titling so that you better understand how to protect your estate and pass it on most efficiently to your beneficiaries.

There are two sessions available on Thursday, June 15th: The first session is from 12:00 p.m. to 1 p.m. and the second is from 6:00 p.m. to 7 p.m. EST. The same material will be covered in both sessions.

*Mary Lawrence and Molly Garrett are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by (Mary and Molly) is no way related to Cetera Advisor Networks LLC or its registered representatives

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