SECURE Act & Wealth Transfer Strategies
Do you have an IRA or a retirement plan account?
Are you a business owner?
Does your wealth transfer plan involve retirement accounts?
If you answered yes to any of these questions, you may want to learn about new rules that apply to:
- contributions to and distributions from retirement accounts and IRAs
- expanded retirement plan options for plan sponsors
- wealth transfer using retirement accounts and IRAs
Stone Bridge Asset Management invites you to join us for a presentation on these topics.
Our Keynote Speaker, Brian Dobbis, specializes in IRAs and corporate, government, and non-profit retirement plans and is a frequent guest speaker at wealth management conferences throughout the United States. As Director of Retirement Solutions at Lord Abbett, he is responsible for managing Lord Abbett's IRA business.
Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. Since beginning his career in the financial services industry in 1997, he has earned multiple certifications which--although they look like a scramble of letters after his name--earn him the right to speak to us as an authority on these topics.
Date and Time
Thu, Feb 20, 2020
4:30p - 6:00p EST
The Feed Table & Tavern
Private Event Room
201 W Main Street
Chattanooga, TN 37408
Private Event Room (private entrance in back of building). The Feed validates parking in the paved parking lot across the street from the restaurant.