Retirement planning and the SECURE Act
Topics include:
DC environment and profession analysis
SECURE Act updates and retirement planning strategies
Key technical updates
Speakers:
Michael Cerami, EVP, CPA.com
Mark Peterson, EVP, Advocacy, AICPA
Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
Dan Snyder, Director, Personal Financial Planning, AICPA
Zachary Keep, Manager, Compliance Risk, Paychex
The skinny
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