This was an excellent session, led by Roberta Watson from The Wagner Law Group. Roberta’s presentation focused on the changes brought about from the SECURE Act to include changes to RMDs, Covid-related distributions and loans and the new opportunities available with multiple employer plans.
Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
Presented by Stephen Wilkes, Esq., Roberta Casper Watson. Esq.