The SECURE & CARES Acts Webinar: Implications for Retirement Security
September 29 @ 3:00 pm - 4:00 pm
The SECURE Act and the CARES Act impact your retirement planning and how you can use your funds over time — and both took effect this year.
This FREE virtual session (offered on September 22 and September 29) is ideal for those who are retired and nearing retirement. We will discuss:
✓ How to maximize the “gifts” the government is giving you through this legislation
✓ How new RMD rules could impact your taxes
✓ How the new beneficiary rule could cost your heirs a fortune
✓ What kind of distribution relief is available due to COVID-19
If you are not aware of the changes that now affect RMDs, IRA contributions, early withdrawal of retirement funds, 401K loans, or the new limit that affects beneficiary distributions, you need to sign up today. An expert attorney and a financial advisor will also be available to answer your questions following the presentation.
This webinar is also taking place on September 22.
Meet the Speakers
Our guest speaker for this webinar is Marvin Mitchell, Founder & CEO of the St. Louis-based company, Compass Retirement Solutions.
Jay B. Lenox:
Jay has practiced law for 29 years and joined Rudy Beck’s practice as a Partner three years ago. Jay assists his clients with essential Estate Planning documents, including Power of Attorney documents, wills, a wide variety of trusts, and guardianships. In his Elder Law practice, Jay helps individuals and families with asset protection planning, Medicaid planning, and Veterans benefits.
Marvin Mitchell is the Founder & CEO of Compass Retirement Solutions, LLC. He specializes in retirement planning, 401K rollovers, IRA transfers, and retirement income protection. Marvin is an author of three books and hosts the weekly radio talk show, “Rethinking Retirement,” on NewsTalk 97.1 FM, while also serving as the exclusive retirement advisor for Fox 2 News.