Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 20, 2020
4:30p - 6:00p
The Feed Table & Tavern
SECURE Act & Wealth Transfer Strategies
Learn how the SECURE Act impacts IRAs and retirement plans, expands retirement plan options, and impacts wealth transfer strategies that involve retirement accounts from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent guest speaker at wealth management conferences throughout the United States.