EDUCATIONAL AND SOCIAL MEETING OFFERINGS
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Upcoming Chapter Meeting

3rd Quarter Meeting

Friday, August 21st      Quarterly Educational Meeting  
9:00 AM to 11:00 AM   via Zoom

Presenter:  Jeffrey Levine,  
CPA/PFS, CFP®, CWS®, MSA, CEO, Director of Financial Planning


Jeffrey is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.

To read more about Jeffrey, you can access his full bio here

Topic # 1: How The SECURE Act Changes Retirement (and Other) Planning

Session Description:

On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more!

Topic # 2:  Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon

Session Description:

A core concept of tax planning is to pay taxes at the lowest rates. But what will your clients’ tax rates be when they need to access their retirement funds? That unknown is a major risk for many retirees, but it’s a risk that a Roth IRA conversion can help to reduce and/or eliminate. In this session attendees will gain an understanding of critical Roth conversion rules, as well as some of the advanced conversion strategies that practitioners can use to help clients transition as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost.

A complete Meeting Agenda is available here

Member Prices:   $30 member    $35 nonmember

Click here to Register!

No refunds after the Monday prior to the meeting. No shows with outstanding balances will be billed.
 

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 2020 QUARTERLY CHAPTER EDUCATIONAL MEETING SCHEDULE


3RD QUARTER MEETING
FRIDAY, AUGUST  21, 2020
Via Zoom

4TH QUARTER MEETING


FRIDAY, NOVEMBER ___, 2020 

VENUE:  TO BE DETERMINED
 

 

 

 

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