Forum 400 Let’s Chat

This will be an open discussion on strategies for IRA’s when they are not needed for retirement. We will discuss tax strategies and ways to create a legacy with problematic assets like an IRA.

Like the unmeetings, Forum 400 Let’s Chats are an open format discussion with the intention that the attendees will share their opinion on the topic. We would like to keep the meetings small so we all can hear from other members so if there are more than 11 people then we will have breakouts to keep the conversation engaging. Please come to share as that is why we are all part of Forum 400. Some of these topics are not always going to be the newest and greatest concept but we can all learn from our fellow members how they are running their business and presenting to clients.

If you are interested in membership of Forum 400, please contact forum400@finseca.org.