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DTSTART:20270121T230000Z
DTEND:20270122T010000Z
LOCATION:Milwaukee Marriott West
UID:3041920270121T230000ZPlanning for Retirement Benefits and IRAs
DTSTAMP:20260919T072255Z
DESCRIPTION:\nJoin us for a discussion around estate planning strategies for retirement benefits and IRAs.  Phil Miller will provide an overview of many of the most common issues that come up when dealing with retirement-related planning.\n \nAbout Phil Miller:\n \nFor Phil, estate and business succession planning is more than a job; it’s a passion he pursues, employing his strong tax and accounting background to clients’ benefit.\n \nPhil counsels clients on estate planning, business succession planning, probate and trust administration, marital property and tax planning. He helps them achieve their objectives while minimizing taxes and expenses, and managing risk.\n \nPhil is proficient in matters involving unique assets, international considerations and beneficiaries with special needs. On countless occasions, he has provided fiduciary counseling to trustees when they needed guidance or intervention to help disgruntled beneficiaries understand trusts.\n
SUMMARY:Planning for Retirement Benefits and IRAs - Waukesha County Estate Planning Council, Ltd. 
PRIORITY:3
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DESCRIPTION:Reminder
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