Get your FREE Protect Your IRA Book written by Dave Zumpano CPA, ESQ and Brian G. Isaacson, Attorney and CPA.

Join Washington Elder Law for an online workshop to learn more about the Secure Act.

 

Our mission is to:

 

  • Discover the impact of the Secure Act on clients
  • Identify new planning strategies available to lead clients through changes
  • Uncover cutting-edge planning tools and strategies to benefit clients
Brian Isaacson

If you are a Financial Advisor, please contact us for Secure Act Workshop options