How the SECURE Act Changes Retirement (and Other) Planning

Date: Thursday, September 17, 2020
Time: 10:00am - 11:30am
Location: Zoom Meeting
Speaker: Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
CEPC logo
Virtual Session
Thursday, September, 17 2020
10:00 AM - 11:30 AM (ET)
Joint event with FPA Southwestern Ohio
How the SECURE Act Changes Retirement
(and Other) Planning
Thursday, September 17, 2020
10:00 AM - Program Start
11:30 AM - Adjourn
Members - FREE!
Non-Member - $25
New Professional - FREE
Live Zoom Program:
Login information and individual invitations will be sent to those registered prior to the event.
Deadline to Register:
12:00 PM ET, Monday, September 14th
Note: refunds will not be given for cancellations received after the deadline.
APPROVED Cont. Education Credits
KY Legal
PENDING Cont. Education Credits
OH Insurance
OH Legal
2020-2021 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
About the Presentation
On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more!
In this session, attendees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges, and planning opportunities, it creates.
About the Speaker
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Director of Advisor Education
Jeffrey Levine, CPA/PFS, CFP® , CWS® , MSA is the Director of Advisor Education for, Director of Advanced Planning at Buckingham Wealth Partners, and is the Lead Creator and Content Expert for Savvy IRA Planning® , offered through Horsesmouth. Jeff is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, and was named to the 2017 class of 40 Under 40 by InvestmentNews. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys, and consumers on retirement, tax, and estate planning strategies. You can follow Jeff on Twitter @CPAPlanner and via his personal website.

See Upcoming Event Calendar