Educational Seminars & Client Events

Event Information:

  • Thu

    The New SECURE Act - The True Impact on Your Retirement Accounts:

    8:30 AM - 9:30 AMSilver's Bar & Grill 104 Euclid Ave. Park Ridge, IL 60068




    The "Setting Every Community Up for Retirement Enhancement Act" (S.E.C.U.R.E. Act) has the potential to be one of the most impacting changes to the world of Financial Planning in the last two decades. It changes laws that relate to Retirement Account Contributions, Taxation, Inheritance, Income planning, RMD Requirements, and Charitable Donations. These complex revisions might possibly lead to further shifts in the treatment of IRAs and 401(k)s - influencing the future of Retirement Planning in as of yet unseen ways.

    We are most concerned about The SECURE Act's changes to inherited IRAs (including Roths) which could ruin your chances at leaving a Legacy for your children and grandchildren. The same concern also applies to any IRAs you might soon inherit from your family, which could potentially make a  huge tax impact on financial plans just like yours for decades to come.

    Fortunately, we believe that there are clear solutions to the challenges presented by The SECURE Act - but they must be implemented  proactively. We don't want you to be caught off-guard by changing laws or missed opportunities. This February 20th breakfast lecture will cover the key impacts of The SECURE Act and how you can adjust your financial plan to either avoid them, or even use some of these changes to your advantage.