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The SECURE Act 2020 Professionals Roundtable

February 12th, 2020 11:30 am - 1:00 pm
Location: 5511 Capital Center Drive
Raleigh, NC 27606
Fees: This session is free but seating is limited. Registration is required. Lunch will be provided!
This event has been rescheduled for THURSDAY, March 5, 2020.
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!