Register for our Webinar!

Join us for an insightful session as Ryan Bertrand, VP and Managing Director of Advanced Markets at Transamerica presents “Life and Legacy: Wealth Transfer Planning After the Secure Act” where you’ll learn three key pieces of estate planning:

• Essential documents: wills, power of attorney, advance healthcare directives
• Retirement accounts: qualified plans, IRAs, annuities, life insurance, transfer of death accounts, pay on death accounts
• Planning with trusts: maintaining control on how and when beneficiaries inherit assets

The webinar will be held on August 22, 2024, at 1 PM MT.

Emily Barczak and T. RowePrice is not affiliated with or endorsed by LPL Financial and Gaia Wealth Management