Retirement Planning in the Shadow of the SECURE Act Lunch & Learn Event

Date: Tuesday, April 21, 2020
Time: 10:30am - 12:30pm
Location: St John Banquet and Conference Center of Southfield, 22001 Northwestern Hwy., Southfield, MI 48075
Speaker: Ruth Flynn Raftery, JD, CPA, AEP and Jeffrey R. Hoenle, CFP, CRPC, AEP

CFP CE 1 Credit Hour, Duration 55 Minutes

AGENDA:

10:30 a.m. – 11: 15 a.m.                    Registration & Optional Networking

11:20 a.m.                                           Buffet Lunch

11:30 a.m. – 12:30 p.m.                     Presentation – Q&A

  • Sweeping changes in qualified plans through the recently passed SECURE Act requires planners to aid their clients to quickly optimize their IRA and Roth IRA assets. Additionally, SECURE greatly impacts employer retirement plans and retirement decision.

    • This session will help you educate your clients on planning opportunities

  • What’s the presentation take-away?

  • This session covers the elements of the SECURE Act relevant to income, tax and estate planning as well as key related elements of the Tax Cuts and Jobs Act of 2017.

  • Why should you attend this event?

  • To learn an 8-step planning process focused on optimizing retirement accounts.Learn about the various analyses’ that should be considered and the planning opportunities available.

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