The AAII Twin Cities Chapter presents...

"How to Effectively Incorporate Your IRA Into Your Estate Plan"

    Discussed by:

    Robert A. McLeod
    Attorney/Partner, Lindquist & Vennum LLP

You often hear that a trust can’t be a beneficiary of an IRA, but Robert McLeod will demonstrate in his presentation how that is an incorrect assumption. Learn how to properly incorporate your retirement plan into your estate plan to preserve your wealth for multiple generations.

Attend This Meeting and Learn...
Who can be a beneficiary of your retirement plan
How to preserve your retirement plan for future distributions
New strategies to make the most of your IRA through your estate plan

Wednesday, January 22, 2014
7:00 p.m.    Registration/Refreshments
7:15 p.m.    Program
8:15 p.m.    Q&A
Eisenhower Community Center in Hopkins
1001 Highway 7
Hopkins, MN 55305
[ Map This Location ]
In Advance (by 1/20)
AAII Members and Family, $10/person;
Non-members, $12/person; Students, $5/person
Members’ children are welcome as guests at no fee.
At the Door
space permitting
Everyone, $15/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Systematic Investing SIG
The Systematic Investing SIG meets the third Tuesday of each month at 7 p.m. at Lee Wenzel’s home (8666 Westwind Circle, Eden Prairie). Topics and discussions vary. Send an email to Joseph Ferens at to get on the email announcement list for each meeting; RSVP your attendance to so that we have handouts and chairs for everyone.

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