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RESCHEDULED: The SECURE Act: Professionals Roundtable

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? Join us! Lunch will be provided! Lunch is served at 11:30 AM, with the session beginning at 12:00 PM. ATTENTION! Please RE-REGISTER for the new date if you were registered for the February 12 session. Thank you for your understanding!