2020 Business X-Change - 3/11

Description

BUSINESS X-CHANGE – Wednesday, March 11, 2020
 
Business X-Change meets regularly throughout the year at the Portage County Business Council office. A roundtable series of meetings that allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. 
 
There is no cost to attend and a continental breakfast is included.
 
7:30-8:30 am in the Portage County Business Council Foundation Room


Topic: “The SECURE Act: What 4 New Provisions Mean for You”
 
Presented by:
                        
LouAnn Schulfer, AWMA®, AIF™
          
Accredited Wealth Management Advisor   
Accredited Investment Fiduciary                 
Schulfer & Associates, LLC Wealth Management

At this X-Change participants will learn:

• Four New Provisions of the SECURE Act for Retirement Account Owners  
• Pre 2020 Rules vs. New Rules 
• Some exceptions to the rules
• "Take Away's" - think creatively to apply the new rules

The "Setting Every Community  Up for Retirement Enhancement Act of 2019" was signed into law by President Trump on December 20, 2019. Most of the new rules took effect on January 1, 2020. This is the most significant piece of legislation affecting investors in over a decade!  The SECURE Act brings on new rules regarding your retirement accounts. Knowing the rules may allow you to take advantage of new opportunities. Understanding how the new rules apply to your financial, retirement and estate planning may warrant changing some of your plans. Not knowing the rules can be costly. We'll discuss four of the provisions that are likely to have the largest impact on individuals who own retirement accounts.

Schulfer & Associates, LLC Wealth Management is an independent firm, aligned with LPL Financial. With one of the largest and most experienced research groups among independent firms, we offer true, objective opinions, meaning we have no proprietary products to sell, no "parent company" ownership, no investment banking or insurance company relationships to promote, nor any other conflicts to get in the way of true, independent and objective information.

What is the Business X-Change? A roundtable presentation which allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.  Business X-Change meets regularly throughout the year from 7:30 - 8:30am at the Portage County Business Council office. 
 
 

"Financial Advice for Life"

www.SchulferAndAssociates.com 

Special THANK YOU to Schulfer & Associates Inc Wealth Management for their sponsorship of this program.
 
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA and SIPC. Accredited Wealth Management Advisor℠ and AWMA ® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. The Accredited Investment Fiduciary® designation is earned through the Center for Fiduciary Studies.