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Strategies to Boost, Preserve and Transfer Wealth Efficiently
• Recent RMD changes (Secure Act) and the proposed changes to the new Beneficiary RMD rules
• Discuss Inflation and the State of Economy and Markets. (the “R” word (recession) that everyone seems to have a different definition of)
• Portfolio Management, Estate Planning, and Tax Strategies to boost wealth
• Who should be your beneficiaries of your Retirement Accounts under the new Secure Act?

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Speakers

Jon Linford
Partner Attorney @Morris Hall, PLLC
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he was received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration.
Micah Crabdree, CRPS®, CPFA®
Reginal Vice President, Wealth Advisor @KDI Wealth
Micah works with clients to develop and implement their individualized financial plan, manage investment assets, and provide wealth management advice. Micah uses his specialized knowledge and client relations experience to help his clients overcome outdated portfolios through personalized strategies that are specific to each client’s needs. His mission is to help others make better decisions with their money so they can achieve what is most important to them and their families. An early professional career in the outdoor industry led to him living in South Africa, Oregon, and California, but Micah is happy to be back in the state he loves and is proud to call Northern Arizona his home. Outside the office, you will find Micah getting involved in many activities that involve helping the community and youth. Micah grew up in Payson, Arizona, and later attended Northern Arizona University. Micah, his wife Kathryn, and their two sons enjoy spending time in the great outdoors.