David Roche, Cetera Investors Branch Manager will discuss:
 New for 2020: How the SECURE ACT has changed financial planning.
 Required Minimum Distribution: Understand the rules and definitions of RMD.
 Rollover: What are the options for your retirement funds.
 ROTH and Traditional IRA: Insight into planning to maximize wealth.
 Planning: Coordinating your overall retirement, estate, tax, education, Social Security
and financial plans.
Louis W. Pierro, estate planning attorney will discuss:
 New for 2020: How the SECURE ACT has changed estate planning.
 Trust Design: Securing your retirement with a well-designed trust.
 Beneficiary Designation Forms: Learn common mistakes and how to avoid them.
 Health Care Decision Making: How to plan in the COVID-19 era.
 Planning: Financing long-term care costs, without spending-down your lifesavings.