Description
Inheriting wealth presents unique opportunities and important financial decisions. Join Fiduciary Financial Advisor Jim Madl from Hendricks Wealth & Estate Management for an essential webinar on navigating inherited assets wisely and securing your financial future.
This session will provide clear, actionable strategies and insights for:
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Understanding Inherited IRAs and the Secure Act's 10-Year Rule: Navigate complex regulations with confidence.
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Minimizing taxes and maximizing growth on your inherited accounts.
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Diversifying your portfolio: Transition from concentrated assets to a resilient strategy aligned with your personal goals and risk tolerance.
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Implementing a "Three-Bucket Strategy": A practical framework for managing assets across security, mid-term goals, and long-term legacy.
Gain the knowledge and tools to protect and grow your inheritance, ensuring it lasts for generations. This webinar is ideal for anyone who has inherited assets or is planning for their estate.
Date and Time
Wed, Dec 03, 2025
11:30a - 12:00p CST