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The SECURE Act and Your Retirement – A DHG Live Stream

DHG Wealth Advisors posted on 2/18/2020 3:24:00 PM
The SECURE Act and Your Retirement – A DHG Live Stream

Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.

The new legislation includes several key changes that impact both businesses and individuals. Join us for an interactive conversation as we discuss the implications of the SECURE Act regarding the following topics:

  • Generational Wealth Planning
  • Trusts and Estates
  • Retirement Planning
  • Life Insurance Planning

Your presenters:

Liz Britton, DHG Tax

Maria Tobin, DHG Agency

James Baley, DHG Wealth Advisors

Moderated by Sarah Paris, DHG Wealth Advisors

 

View Recording

About Dixon Hughes Goodman LLP: With more than 2,000 people across the United States, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, the firm focuses on major industry lines and serves clients in all 50 states as well as internationally. Visit www.dhg.com for additional information.

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About the Author

DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.