The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees.
- Review the maximum period over which an inherited IRA can be withdrawn
- Changes to Required Minimum Distributions (RMD)
- Estate planning considerations
All CPAs, financial planners, attorneys and anyone planning for retirement.
Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.
Managing partner and founder of LJPR, LLC, a firm managing over $300 million in assets. A true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. A practicing attorney who specializes in financial planning, estate planning, business and tax planning for individual and business clients, Leon’s extensive experience includes work with Arthur Andersen, Plante & Moran, PLLC, and the University of Detroit. He is also the former Dept. Chair of Finance and Economics at Walsh College, where he created the College’s Master in Finance program. Leon is the author of 14 proprietary retirement/financial planning programs for clients including General Motors, Ford Motor Co., Lucent, States of Montana and Washington, AT&T and CalPERS, among others. He regularly appears on television and radio programs nationwide, presenting on various economic and financial topics.
Non-Member Price $69.00
Member Price $49.00