2022 Lunch and Learn Series

Hello Planning Partners,

Randall & Bryant, P.C. will be hosting a Lunch and Learn Series for CFP CE credit.
These will be hybrid events, offering both online and in-person access. The in-person events will be located at The Pyramids (3500 DePauw Blvd, Suite 2090, Indianapolis, IN 46268). Lunch will be provided for all in-person attendees.

RETIREMENT PLAN INTEGRATION & ESTATE PLANNING AFTER SECURE ACT
October 12th at 11:30am
"Maximizing Retirement Plans by Coordinating the Client's Estate Plan with Retirement Distributions"
No CE (Sorry!)

THE COOKIE JAR POWER™
November 9th at 11:30am
"6 ways to avoid negative tax treatment in Irrevocable Trusts"
Pending 1 hr CE Approval

AN INTRODUCTION TO THE "BOUNTY CLAUSE"
December 14th at 11:30am
"Using the traditional AB Trust in an era when income taxes are more important than death taxes"
Pending 1 hr CE Approval

If you would like to register for any of the events listed below, please use the form below.

First Name

Last Name

Company Name

Phone Number

October 12, 2022: Maximizing Retirement Plans by Coordinating the Client’s Estate Plan with Retirement Distributions In-Person at The PyramidsOnline via Zoom Unable to Attend

November 9, 2022: 6 Ways to Avoid Negative Tax Treatment in Irrevocable Trusts In-Person at The PyramidsOnline via ZoomUnable to Attend

December 14, 2022: Using the Traditional AB Trust in an Era When Income Taxes Are More Important Than Death Taxes In-Person at The PyramidsOnline via ZoomUnable to Attend

Additional Topics

Please let us know any additional topics that would interest you for future Continued Education courses.

Dietary Restrictions

Privacy Policy: By entering your email address, you agree to receive occassional updates from Randall & Bryant. You may opt out at any time.