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The SECURE Act:
What Financial Advisors Need to Know

Tuesday, February 25 | 10:30AM-12:00PM | Western Michigan University Campus (East Beltline location)

In this free panel discussion exclusively for financial advisors, we will discuss:

  • The legal and financial repercussions of The SECURE Act
  • How this could impact your clients and their financial portfolio
  • Tools and tactics that could be effective at offsetting the impacts
david carrier elder law and estate planning attorney

Presented by

David Carrier, Attorney, President

Carrier Law

bill bereza carrier law attorney

Presented by

Bill Bereza, Associate Attorney

Carrier Law

workshop

Presented by

Casey Young, CPA, Partner

Stonehenge Consulting PLC

workshop

Presented by

Molly Stanley, EA, Senior Tax Advisor

Stonehenge Consulting PLC

Western Michigan University – Grand Rapids
2333 E Beltline Ave SE
Grand Rapids, MI 49546

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Two hours that can change your life.

Find a workshop location near you:

      COVID-19 Update: Our offices are closed, but we are working remotely and supporting clients through phone and video meetings. Call us at (800) 317-2812 to set up an appointment.

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