The long-awaited SECURE Act was signed into law in late December, and will affect most people who have retirement accounts. Flaster Greenberg invites you to attend a CPE seminar that focuses on the estate planning issues associated with retirement distributions as well as the impact that the SECURE Act will have on estate planning in general. Our speakers will cover topics including:
- An overview of the provisions of the SECURE Act
- How the new law will impact distributions from retirements and what planning adjustments are needed to everyone’s estate plan
- Understanding the new required distribution rules
- Planning opportunities under the law
- How the new law will impact special needs planning
- What the new bill means for savers and retirees as well as the professionals who counsel them
- New required minimum distributions (RMD) rules
- The impact on stretch IRAs
- Miscellaneous provisions
- FAQs
Speakers:
- Jonathan H. Ellis, Shareholder Flaster Greenberg PC
- Marc Miller, Attorney, Flaster Greenberg PC
Date and Time:
February 6, 2020
8:00 a.m. Registration and Breakfast
8:30 – 10:00 a.m. Program and Q&A
Location:
Marriott Philadelphia West
111 Crawford Ave.
West Conshohocken, PA 19428
Credits:
1.5 Pennsylvania CLE and CPE credits
