"Retirement Plan and Trusts: Friend or Foe?"
Date: Thursday, April 4, 2013
Time: 12:00 PM - 1:00 PM
Location: Courtyard by Marriott, 185 S. 1470 E., Saint George, UT 84790
Speaker: Matt Mitton, JD
The presenter will be Matt Mitton, JD from the law firm, Jones Waldo. His topic will be: “Retirement Plans and Trusts: Friend or Foe?” and will cover questions such as, “How do we assist clients who want to control how their retirement plans are distributed at death? Minor children, spendthrift children, second marriages, etc… “
