BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Special Needs Trust Program - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://thearcofnovatrust.org
X-WR-CALDESC:Events for Special Needs Trust Program
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230908T100000
DTEND;TZID=America/New_York:20230908T233000
DTSTAMP:20260502T155532
CREATED:20230417T192058Z
LAST-MODIFIED:20230815T134346Z
UID:5109-1694167200-1694215800@thearcofnovatrust.org
SUMMARY:FFFP - September 8\, 2023 - SECURE 2.0 Act (ZOOM meeting)
DESCRIPTION:Presented by Peter J. Wall\, Director of Fiduciary Services at True Link Financial Advisors \nFamilies planning for loved ones with disabilities know that it’s a complicated process. Thanks to unique provisions created by the SECURE 2.0 Act\, there are now amazing opportunities to maximize the effect of leaving IRAs and other retirement vehicles to people with disabilities and their Special Needs Trust. Nationally recognized speaker Peter J Wall (Director\, True Link Financial) will review this enhanced planning opportunity\, inherited IRA funding and titling\, beneficiary designations\, and Required Minimum Distributions\, including a thorough assessment of SECURE Act 2.0 regulations. \nPeter J Wall is the Director of Fiduciary Services for True Link Financial Advisors\, LLC. Prior to joining True Link\, Mr. Wall developed and helped lead a dedicated Disability and Elder Law division of an $80 billion nationally chartered trust bank. With over 20 years of trust administration and planning experience\, Peter focuses his efforts in the Elder Law Arena and is known for his Special Needs Trust administration and planning capabilities throughout the country. He is a frequent presenter on the topics of Special Needs Trusts\, estate planning\, taxation\, and trust administration and is a presenter and faculty member at conferences all over the country. Mr. Wall is also a published author\, most notably in the Elder Law in Colorado Red Book (Fourth Edition)\, and the NAELA newsletter. \n  \n \n 
URL:https://thearcofnovatrust.org/event/fffp-september-8-2023-secure-act-2/
END:VEVENT
END:VCALENDAR