SECURE Act Overview

September 16, 2020
5:30 PM - 8:00 PM
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The SECURE Act of 2019, was signed into law on December 20, 2019 as part of the Further Consolidated Appropriations Act, 2020. 

This is one of the most significant pieces of retirement legislation in more than a decade. The wide-ranging legislation draws from several bipartisan bills to improve upon the success of the private employer-based retirement system by seeking to make it easier for businesses to offer retirement plans and for individuals to save for retirement. 

 

Join us as we provide an overview of the SECURE Act and its impact on your and your client's retirement planning.

About our Speaker

Brian Bohn, CPWA®, CFP®, CPFA

Brian joined Merrill in 2014 and has been in the financial services industry since 2011. As a Wealth Management Advisor, Brian has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Brian is a frequent and sought after speaker on investment planning which has been a primary business focus for his team. Brian delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding the unique opportunities and challenges clients face.  Brian holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.

 

 

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$15.00 Members

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$10.00 Students

$15.00 Members & Affiliate Members

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