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Anne Kelley Russell presenter for Charleston Estate Planning Council CLE

February 2020

Charleston Estate & Wealth Planning Team member Anne Kelley Russell presented to the Charleston Estate Planning Council on February 20th. The CLE entitled, “Setting Every Community Up for Retirement Enhancement (SECURE) Act:  Planning for the End of the Stretch IRA,” centered around the recently passed SECURE Act and how it will affect clients’ retirement accounts during the account owner’s life and at death.