Personal Finance & Investing

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Become a more effective manager of your own assets, with Doug Miller, CFP, speaking about the impact of the SECURE Act on retirement & estate planning.

The Secure Act made dramatic changes to the contribution and distribution requirements for retirement plans. There are several tremendous opportunities for individuals to accumulate larger retirement plans as well as increased access to insurance products inside of the retirement plans. Of course these changes also have some pitfalls that could cause Uncle Sam to be the primary beneficiary. This presentation will focus on how to keep more of what you have worked so hard to build for you and your family.

Sponsored by the Baltimore Chapter of AAII. Call 410-222-6260 to register.