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All Events

The SECURE Act and Your Retirement

The SECURE Act is became effective on January 1, 2020. Do you know if your estate planning goals have been affected? Join us for an educational session where we will review the changes to the law and whether you need to modify your plans.

The SECURE Act 2020 Professionals Roundtable

PLEASE NOTE: This event is designed for financial advisors, financial planners and other professionals. This event is an educational roundtable session where we will discuss the implications of The SECURE Act and its consequences to our practices. What does the SECURE Act do to our current planning approach? How does our advice change when designing a plan for client’s long-term wealth preservation and its ability to pass to their heirs? What financial advice do wealth professionals intend to convey to their clients moving into 2020? Lunch will be provided! Lunch is served at 11:30 AM, with the session beginning at 12:00 PM. Join us!