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Kathy Garlow presents on Retirement Benefits at Chicago Loop Council of the Financial Planning Association of Illinois

SS&H's Kathy Garlow, CPA, JD, CSEP, presented on Retirement Benefits at the Financial Planning Association of Chicago's Loop Council meeting on April 25th, 2018.  This presentation covered the various types of retirement plans, what does the participant have to consider for income tax planning while alive and what needs to be considered for estate planning and when the participant dies. 

April 25, 2018