Join us Friday, February 7, 2020 at 8:30 AM for breakfast, hot, coffee and warm, friendly networking. A valuable, 3 hour presentation will follow.  

Topic: Panel Discussion of the Secure Act

Panel Presenters: Maria Baler, Paul Bernstein, George Constant, Allen Margulis, Danielle Van Ess and others

Location: Hilton Garden Inn - Waltham, 450 Totten Pond Road, Waltham, MA 02451 (PLEASE NOTE THE MEETING LOCATION)

Date: February 7, 2020

Time: 8:30am to 12:30pm

Learn from our expert panel on this new law and how it impacts your clients:
The topic for the Winter 2020 meeting in February will be The SECURE Act. We will provide a summary overview of the new law and the most relevant sections and implications for estate planners and their clients' retirement assets. Then we will discuss possible strategies and tools we can use to adapt to these changes for our clients' best interests. We will have a facilitated, roundtable discussion regarding best practices for counseling our existing clients about these changes and our suggestions. Then we will cap off the meeting with some suggestions for collaborating with our clients' other professional advisors, including their financial advisors and CPAs, to ensure that we are considering all the possible approaches and implications for our clients' legal, financial, and tax planning, together.

As always, we will also include a roundtable discussion about the most relevant topics of interest of our members. Have any discussion topics, please feel free to email us at board@maforumepa.com

You won't want to miss this one!

Let's all hope there is no snow storm and look forward to seeing each other on Friday, February 7th in Waltham.  Meanwhile, if you have any questions, please send a message to us via: board@maforumepa.com.  Please recall that we are a purely volunteer-only Board of actively-practicing attorneys.  We thank you in advance for your (and your team/staff members') courteous patience while you wait for our reply.