FPA of Charlotte is pleased to promote the following event offered by one our Chapter sponsors:  Financial Cloud Works.

Topic: Navigating Inherited IRAs

Description:  This session explores how the SECURE Act and subsequent IRS guidance have reshaped beneficiary categories, distribution schedules, and tax implications. Through engaging visuals and real-world scenarios, participants will learn how to identify beneficiary types, apply appropriate distribution rules, and implement proactive strategies like Distribution Smoothing™ to optimize client outcomes. The program emphasizes practical guidance for advisors working with both individual and entity beneficiaries, including surviving spouses and successor beneficiaries. 

Presenter: Cathleen Davis-Whitmore, MSW, CMO, IRA Oracle Financial Cloud Works

When: Tuesday, February 26^th @ 1:00pm ET

CE Provided: 1hr CFP CE

Register Now

Questions?  Please reach out to Patrick Murphy at patrick.murphy@fincw.com