Events


SECURE Act: Sweeping Retirement Plan Changes You Need To Know (Madison)

Date: February 13, 2020
Time: 5:30PM - 7:00PM CST
Location:
  • The Park Hotel
  • 22 South Carroll Street
  • Madison, WI 53703, United States
REGISTER FOR THIS EVENT

Event Details:

   

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is effective January 1, 2020. Many of the provisions offer enhanced opportunities for individuals and small business owners. However, there are drawbacks for investors with significant assets in traditional IRAs and retirement plans.

Join us to learn more about the SECURE Act including:

  • Elimination of the Stretch IRA
  • RMDs Age Requirement Adjustments
  • Penalty-free Early Withdrawals for the Birth or Adoption of a Child


Presented by:

Neary
E.G. Schramka, CPA, JD, ABV, PFS, CIRM
Principal
SVA Certified Public Accountants


Plus SVA Financial Group’s Investment Team will review results from 2019 and what’s ahead for 2020.


Presented by:

OBrien-Tim
Timothy O'Brien, MBA, CFA
Principal
SVA Financial Group


Schedule:
5:30pm - 6:00pm | Registration, Beverages, and Hors d'oeuvres
6:00pm - 6:45pm | Overview of the SECURE Act
6:45pm - 7:00pm | Market Outlook for 2020

Cost: Complimentary

Seating is limited for this event. Please RSVP by February 6, 2020.

The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such.  Consult with a professional adviser for advice specific to your situation.