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How Safe is Your Retirement (estate) Planning after the SECURE Act

Date: Tuesday, May 19, 2020
Time: 5:30pm - 8:30pm
Location: Ruth's Chris Steakhouse
Speaker: David Bowers, Shareholder at Jones Foster

East Coast Estate Planning Council

Annual Meeting

Sponsored by

 

 

May 19, 2020

5:30 - 8:30 pm

David E. Bowers, Speaker
Jones Foster P.A.
How Safe is Your Retirement (estate) Planning after the SECURE Act
New legislation dramatically changes how retirement benefits are distributed to non-spouse beneficiaries. This legislation impacts all clients with retirement assets

David Bowers, Chair of the Firm's Corporate & Tax Practice Group, has over thirty years of experience in complex tax, trusts and estates, and business planning.  David is a Florida Bar Board Certified specialist in Tax and has extensive experience in estate planning, pension and profit sharing plans, non-qualified deferred compensation plans, and business transactions.

David has a unique ability to take complex tax concepts and make them understandable.  He leverages his knowledge to develop practical solutions for his clients, many of whom he has developed decades-long relationships with as a trusted legal advisor in all aspects of their individual, family, and business needs.

David is consistently selected by his peers for inclusion in The Best Lawyers in America.  He is actively involved in a number of industry organizations and was awarded the Gerald T. Hart Outstanding Florida Tax Attorney of the Year Award in 2016 by The Florida Bar in recognition of his major contributions to the advancement of the practice of tax law.

 

Ruth's Chris Steakhouse

Menu

Ruth's Chris Steakhouse Salad

Choice of Entree:  6 oz Filet and Shrimp, King Salmon or Stuffed Chicken Breast

Mashed Potatoes, Creamed Spinach and Cremini Mushrooms

Mini Cheesecake with Fresh Berries or Mini Chocolate Sin Cake

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