SECURE Act Seminar
Time & Location
About the Event
Guest Speakers: Eric Berner, CDFA, Financial Advisor at Waddell & Reed and Jake Mason, J.D., LL.M., EPLS, Board Certified Estate Planning Attorney, Owner of Heritage Law Group, PLLC
Date: Thursday, April 2, 2020
Time: 5:30 - 7:00 PM
Location: The Farmhouse at Durham Farms, 351 Azalea Circle, Hendersonville, Tennessee 37075
Light Dinner Provided
RSVP by March 30th at (615) 989-7054 or www.PlanYourLegacy.com
Eric Berner, CDFA - Financial Advisor of Waddell & Reed, will discuss changes for education savings, required distribution changes, and new IRA rules. Jake Mason of Heritage Law Group, Board-Certified Estate Planning Attorney, will discuss Estate Planning implications and new approaches to Retirement Planning.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. WRI is not affiliated with Jake Mason or Heritage Law Group. Investing involves risk and the potential to lose principal.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Waddell & Reed does not offer tax or legal advice. Please consult with a professional regarding your personal situation. (03/20)