Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.
The new legislation includes several key changes that impact both businesses and individuals. Join us for an interactive conversation as we discuss the implications of the SECURE Act regarding the following topics:
- Generational Wealth Planning
- Trusts and Estates
- Retirement Planning
- Life Insurance Planning
- Liz Britton, DHG Tax
- Maria Tobin, DHG Agency
- James Baley, DHG Wealth Advisors
- Moderated by Sarah Paris, DHG Wealth Advisors
CPE Credit: One hour of CPE (pending approval)
Delivery Format: Group Internet Based (each attendee must be logged in and answer the poll questions in order to receive CPE credit).
Prerequisites/Advanced Preparation: None
Course Level: Basic
Program Content: High level discussion on the impact of the 2019 SECURE Act
Policies: This event is complimentary. Due to this program being offered free of charge, there will be no refunds issued. If you have any questions regarding administrative policies such as registration or cancellation, please contact Kristin Kitchens at firstname.lastname@example.org or 704.367.7091.
Questions: Please direct any CPE related questions to DHGU@dhg.com.
Dixon Hughes Goodman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.