Jeffrey Levine: SECURE Act 2.0 - Retirement Planning Opportunities and Challenges

Date: Thursday, March 9, 2023
Time: 1:30pm - 4:30pm
Location: Cincinnati Ballet
Speaker: Jeff Levine
Join us on Thursday, March 9th at 1:30 PM with Jeffrey Levine of at the Cincinnati Ballet.
Then stay for some outstanding networking with a view during our hosted networking happy hour!

We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
Session Description
Nearly 3 years to the day after its predecessor was passed, the U.S. House of Representatives passed the Consolidated Appropriations Act of 2023, an omnibus spending bill that includes the much anticipated and long-awaited retirement bill known as SECURE Act 2.0. While one of the biggest headlines of the new Act was the raise of the Required Minimum age, it’s far from the only change. The impact of this Act stretches across what feels like every part of retirement planning; from new measures to encourage increased savings, a renewed focus towards Roth IRA and Roth accounts in employer retirement plans, enhancing access to retirement funds during times of need, all the way to creating new rules surrounding annuities in retirement accounts and the introduction of ETFs within variable products.
There are far more provisions in SECURE 2.0 that may have a significant impact for some clients than there were in the original version. With such large changes comes new opportunities but navigating SECURE 2.0 may just prove more challenging than its predecessor for financial advisors and other professionals. In this session, attendees will learn about some of the major changes made by SECURE Act 2.0, exploring both the new challenges, and planning opportunities, they create.
Event Details
Thurs., March 9, 2023
1:15 PM - Registration
1:30 PM - Program
3:00 PM - Networking Happy Hour
4:30 PM - Adjourn
Members - $25.00
Non-Member - $75.00
Cincinnati Ballet
1801 Gilbert Ave.
Sheakley Family Premier Studio
Cincinnati, OH 45202
Deadline to Register:
FRIDAY, March 3, 2023
Note: refunds will not be given for cancellations received after the registration deadline.
KY Legal
OH Insurance
OH Legal

2022-2023 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
Thank you to our Presenting Sponsors!
About the Speaker
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA
Lead Financial Planning Nerd
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for and the Chief Planning Officer at Buckingham Wealth Partners. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. 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. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax updates in GIF-filled tweets storms, and via his personal website,

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