National Estate Planning Awareness Week: 3 Reasons to Celebrate
Posted by kturner on Oct 21, 2020 12:46:26 PM
This year, October 19 through October 25 is National Estate Planning Awareness Week. If you are thinking, is that a real thing - you are not alone. Here’s something else to know – since 2008, every third week in October has been designated for this occasion. So go ahead and put the week on your calendar for next year too. The information below will shed additional light on the topic:
1. The History of National Estate Planning Awareness Week
Topics: News
CGP Town Hall with guest Johni Hays
Posted by kturner on Aug 17, 2020 03:52:25 PM
During the Aug. 14 CGP Town Hall, Johni Hays, JD, discusses the RIFT project and how the database can be a resource in dealing with financial institutions for more efficient IRA beneficiary distributions. Johni also talks about the latest advocacy efforts to influence the IRS and legislators for a more transparent and just process to release these funds timely as intended by their owners.
Topics: CGP Town Hall
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