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Webinar - The “SECURE Act”: Retirement and Estate Planning Have Changed

When
February 27, 2020
10:00am — 11:00am
Register Here
Webinar - The “SECURE Act”: Retirement and Estate Planning Have Changed

Recent tax legislation will have a major impact on your ability to build tax-advantaged wealth within your retirement plans and pass it down to your heirs.  

Join us for a complimentary webinar on February 27, 2020, when we will:

  • Advise you of the new statutory provisions that may affect you
  • Analyze the opportunities and the pitfalls
  • Present an action plan designed to seize opportunities and avoid pitfalls


Attendees can earn 1 CPE credit for this session. 

Presenters:

Fred Barotz, CPA - Tax Director
Michael Rudegeair, CPA, CFP® - Tax Director

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