🧾 Event 4: Navigating Inherited Accounts

Name: 🧾 Event 4: Navigating Inherited Accounts
Start: 2025-09-24T12:30:00-04:00
End: 2025-09-24T13:30:00-04:00
Location: The Springs at Oldham Reserve

The Springs at Oldham Reserve

Highlights

Wed, 24 Sep, 2025 at 12:30 pm

1 hour

The Springs at Oldham Reserve

Date & Location

Wed, 24 Sep, 2025 at 12:30 pm to 01:30 pm (EDT)

The Springs at Oldham Reserve

Ferguson, Kentucky, United States

About the event

🧾 Event 4: Navigating Inherited Accounts

🧾 Event 4: Navigating Inherited Accounts

📅 Tuesday, September 24 | 12:30 PM – 1:30 PM
Lunch & Learn

What happens when you inherit retirement accounts or other assets? This session offers clear guidance on how to handle inherited IRAs, 401(k)s, and more, while minimizing taxes and avoiding penalties.

📞 RSVP to Kelly Miller at 502-977-2356.

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This month, 30th July, 12:30 pm, 📝 Event 3: Estate Planning Essentials in Ferguson

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The Springs at Oldham Reserve, Ferguson, Kentucky, United States

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The Springs at Oldham Reserve

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🧾 Event 4: Navigating Inherited Accounts

Wed, 24 Sep, 2025 at 12:30 pm