Join us for an intimate lunch for a small group of advisors serious about elevating how they serve clients. No crowded seminars. No generic presentations. Just a focused conversation at a premier venue with peers who are ready to go deeper.

What we're covering: The SECURE Act quietly created one of the largest wealth transfer opportunities already sitting in your book. When an IRA passes to the next generation, heirs may be forced to distribute the entire account within 10 years, creating a significant, avoidable tax burden. We'll show you exactly what to do about it.

📅 Date: Tuesday, April 28 at 12:30 PM PT

📍Location:
Tuscany il Ristorante
968 S Westlake Blvd #4
Westlake Village, CA 91361

Speakers:

• Gregg Kaufman, CFP®, CLU® | Watermark Life

• Nick Majors, Sales Vice President | Lincoln Financial

What You’ll Walk Away With

• How the SECURE Act quietly created a major and often overlooked planning opportunity

• How to identify ideal clients already in your book, often uncovered through everyday conversations

• A practical framework for repositioning tax inefficient IRA dollars into more effective legacy strategies

• How to clearly show clients the cost of doing nothing and why that conversation matters now

• Real world case examples demonstrating significantly improved outcomes for heirs

Who Should Attend

Advisors working with clients who

• Have sizable IRA or 401(k) balances they do not need for income

• Want to create a more intentional and tax efficient wealth transfer plan

• Are reinvesting IRA distributions without a long term strategy

• Have legacy goals for children or grandchildren

If there are meaningful cases already sitting in your book, this is time well spent.