SPECIALTY WORKSHOP:
4. "How to Plan for Your IRA or Qualified Plan"
- Why You NEVER Name Your Spouse as the Primary Beneficiary
Learn:
- why IRAs and other Qualified Plans (401(k)s, 403(b)s, etc.) should never be beneficiary-designated to a Spouse
- how to best structure your beneficiary designations to ensure 100% asset protection and bloodline planning for your loved ones
- how to protect your IRA from second marriage depletion, divorces, and lawsuits

SCHEDULE:
Tampa Bay:
"How to Plan for Your IRA or Qualified Plan"
DoubleTree Suites by Hilton (TAMPA: Rocky Point)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (OLDSMAR)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Hampton Inn & Suites (LARGO)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Lakewood Ranch (Sarasota):
"How to Plan for Your IRA or Qualified Plan"
Even Hotel (formerly Holiday Inn Express)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Ft. Myers:
"How to Plan for Your IRA or Qualified Plan"
Crown Plaza: Bell Tower Plaza
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming Soon
Time: 2:00 pm (length: 90 minutes)
Naples:
"How to Plan for Your IRA or Qualified Plan"
Hilton Naples
Date: Coming soon
Time: 2:00 pm (length: 90 minutes)
Date: Coming soon
Time: 2:00 pm (length: 90 minutes)
(All Workshops are Free)
Contact Us:
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Covert | Law
Covert | Law

Covert | Law
Your Plan. Your Family. Their Future.
- - We Take Care of Families: Today - Tomorrow - Forever - -
NEIL R. COVERT, Attorney at Law
Clearwater - Sarasota - Fort Myers - Naples
1.800.660.7564
email: info@covertlaw.com
© 2019 Neil R. Covert, P.A. - - All Rights Reserved.
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