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
Liz Britton, DHG Tax
Maria Tobin, DHG Agency
James Baley, DHG Wealth Advisors
Moderated by Sarah Paris, DHG Wealth Advisors
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.