The SECURE Act and Your Retirement – A DHG Live Stream

Join Us April 21, 2020 2:00 PM - 3:00 PM EDT


Event Overview

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

Your presenters:

  • Liz Britton, DHG Tax
  • Maria Tobin, DHG Agency
  • James Baley, DHG Wealth Advisors
  • Moderated by Sarah Paris, DHG Wealth Advisors
CPE Information

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

Participants: Individuals

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 or 704.367.7091.

Questions: Please direct any CPE related questions to

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