IAP 2001 Activity

Qualified Retirement Plan Assets and Your Estate Plan Paul J. Gunning, Fidelity Investments Tue Jan 23, 12:30-01:30pm, Wong Auditorium E51, NOTE CHANGE OF ROOM!! No enrollment limit, no advance sign up Single session event This workshop will review the important issues to consider when your retirement plan balances make up a significant part of your estate. Attendees should have a basic understanding of estate planning techniques. Highlights include: 1. A review of the income and estate tax issues associated with qualified retirement plans 2. A detailed discussion of estate planning techniques using your retirement plan balances 3. Where additional and ongoing information can be accessed Contact: Paul J. Gunning,, E19-215, x8-8872, paul.gunning@fmr.com Sponsor: Human Resources Latest update: 18-Jan-2001

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Listing generated: 31-Jan-2001