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
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Presented by

David Carrier, Attorney, President

Carrier Law

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bill bereza carrier law attorney
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Presented by

Bill Bereza, Associate Attorney

Carrier Law

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Presented by

Casey Young, CPA, Partner

Stonehenge Consulting PLC

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Presented by

Molly Stanley, EA, Senior Tax Advisor

Stonehenge Consulting PLC

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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.

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Find a workshop location near you:

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Have a Question?

Our friendly and experienced team is ready to answer your questions.

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