Venue
Connecticut Ave, USA
Connecticut Ave, USA, 1120 Connecticut Ave NW, Washington, DC 20036

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Event Date Thu Feb 27 PST (almost 2 years ago)
In your timezone (EST): Thu Feb 27 5:00pm - Thu Feb 27 6:00pm
Location Connecticut Ave, USA
1120 Connecticut Ave NW, Washington, DC 20036
Region Americas
Details

The SECURE Act 2020 - American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Discussion Highlights:
• New Required Minimum Distribution (RMD) rules
• Changes to the rules for inherited IRAs (Stretch IRAs)
• Navigating new opportunities and challenges for multiple employer plans / pooled employer plans (MEPs / PEPs)

Audience:
•Trust Officers
• Estate Planners
• Trust Counsel
• IRA Services Managers
• Wealth Managers
• Private Bankers
• Trust Tax Professionals
• Financial Planners
• Retirement Services Managers
• CTFAs, CISP, CRSP, CFPs, and CPAs

Speakers

2020 Speakers

Jennifer E. Eller
Principal, Groom Law Group

Michele Grant
CRC, IRA Products, Wells Fargo Advisors

Allison Itami
Principal, Groom Law Group

MODERATOR:
Phoebe Papageorgiou
Vice President, Trust Policy, American Bankers Association