New legislation introduces new planning opportunities. At this session, Jerry Hanifan will explore the new opportunities presented with the most recent SECURE ACT, including:

• Does it make sense to consider a ROTH Conversion?
• What does the new SECURE Act mean to your retirement?
• Understanding RMDs in light of the new act.
• How to help preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.