Jeanette Lombardi to Present on the SECURE Act at FPA Event

March 11, 2020

By: Jeanette M. Lombardi

The SECURE Act: Legal Answers to Help you Field Client Questions

March 11, 2020

5:30 p.m. - 8:00 p.m.

Vyne House Grand Hall - Talis Park
16980 Livingston Road
Naples, FL 34110

Our March 11, 2020 dinner meeting will feature a presentation on the Secure Act by Jeanette Lombardi, Senior Counsel at Bond, Schoeneck & King, an estate planning law firm with offices in New York, Boston and Naples. Learn about this hot topic and how it may impact your client accounts and recommendations in 2020. 

Attend this event and learn:

  • What to do with a "stretch" IRA now
  • How the new rule affects contributions beyond age 70.5
  • How this impacts Required Minimum Distributions
  • Why heirs and beneficiaries should be very concerned
  • New employer retirement contribution protections & changes
  • Tips on using trusts to protect IRA assets

Jeanette Lombardi is a Collier County Women's Bar Association Past President and Collier County Bar Association Medal of Honor Recipient - Attorney of the Year. She concentrates her practice in estate and gift tax planning, and estate and trust administration. Jeanette works closely with her clients in a team approach which incorporates the families, accountants, financial planners and corporate trustees in the transfer and preservation of wealth. Her experience includes, but is not limited to planning for charitable gifting, life insurance, retirement plans, qualified personal residence trusts, family business succession and multi-generational planning.

Ticket Information
$45.00 Member - Salmon Dinner

$65.00 Guest - Chicken Dinner

$45.00 Member - Chicken Dinner

$65.00 Guest - Salmon Dinner

Click here for more information and to register.