SECURE and CARES Acts Planning Panel Discussion

IN-PERSON REGISTRATION HAS ENDED: Due to Covid19 safety restrictions, walk-ins and onsite registrations will NOT be allowed.

REGISTRATION FOR VIRTUAL ACCESS IS NOW AVAILABLE UNTIL
3:00 PM TODAY, OCTOBER 15

SECURE & CARES Acts Planning Panel Discussion

October 15 Dinner Meeting

 A link to join virtually will be sent after your registration is confirmed.

By now, we have all heard of the SECURE Act and the CARES Act, and know that there is a lot to consider in really understanding these laws. Join us for an interactive discussion with our panel of knowledgeable professionals. They will discuss, from each of their perspectives, planning for our clients in light of both Acts. Join us via Zoom!

Questions for the Panel?
If you have a question you'd like the panel to address, please enter it in the field noted on the registration form.

• Ryan S. Smith, Attorney at Law, Matlin Law Group
• Catherine Kane, CPA, CliftonLarsonAllen LLP
• Julia Santullano J.D., Director of Planning, Lincoln Financial Advisors
  

Thursday, October 15, 2020 – Program Schedule:

• 6:00 pm – Check-In
• 6:30 pm – Dinner Served/Welcome/Sponsor Introduction and Remarks
• 6:35 pm – Panel Introduction, Presentation, and Q&A 
• 7:35 pm – Announcements and Adjournment