Seminars

SECURE Act: Dramatic Changes in Retirement Plans

To include a brief 2020 Economic Update / Lunch catered by Maggiano's


The SECURE Act (Setting Every Community Up for Retirement Enhancement Act), in effect since January 1st, is the most significant piece of retirement legislation since 2006! Combined with the Tax Cuts & Jobs Act of 2017, all of these changes will have dramatic and lasting implications for most Americans and their retirement planning decisions whether you're still working or already in retirement. It's not a question of IF you will be impacted but more a matter of HOW.

IN THIS WORKSHOP, WE WILL:

  • Review the Act's major changes to your financial and retirement plans including a look at RMDs, IRAs and beneficiary elections
  • Explain the pros and cons of each change
  • Provide strategies on how to maximize new opportunities and minimize any negative impacts brought on by the SECURE Act and TCJA

We have a lot to say about the SECURE Act and its impact on your financial situation -- you (and your friends and family members) are invited to come listen and learn.

A brief 2020 economic update will round out this workshop session.


WORKSHOP SPEAKERS

Scott Hughes, CFP®, MBA / Paul Hughes, ChFEBC, CEPA / Patrick Hughes, CFP®

When: Wednesday, February 19, 2020 - 11:45 am - 1:00 pm
Where: Smith-Gill Auditorium *
2121 Cooperative Way, Herndon, VA

* The Smith-Gill Auditorium is located on the first floor of the building connected to the HFS office building
Host: Hughes Financial Services, LLC
Phone: (703) 669-3660
Directions: https://www.google.com/maps/place/2121+Cooperative+Way,+Herndon,+VA+20171/@38.9541839,-77.4029013,17z/data=!3m1!4b1!4m5!3m4!1s0x89b647ecd728af27:0x85b0c16a46e45fe9!8m2!3d38.9541839!4d-77.4007126?hl=en