Webinar: Who Cares About Being Secure: SECURE, CARES and the New World of Planning for Qualified Plans and IRAs sponsored by University Hospitals
About the Program
The minimum distribution rules that applied to many IRAs and retirement plans were around for over 30 years. Just before COVID-19 changed our entire world, the SECURE Act was signed into law in December 2019 and fundamentally changed the world of planning with retirement benefits. Get back up to speed on the SECURE Act rules, learn the additional changes from the CARES Act, and learn how to apply those new rules and when to stick with the old ones.
About the Speaker
Paul Fidler is a partner at Schneider Smeltz Spieth Bell LLP in Cleveland. His practice focuses on estate planning and administration; trust administration; income taxation of estates, trusts, and individuals; planning for charitable gifts and foundations, and business succession planning. Paul is a frequent speaker and author on a wide range of estate planning topics, including qualified retirement plans and IRAs. Paul’s recent presentations and published articles have focused on the impact of the new SECURE Act and CARES Act. He has recently been published in the Probate Law Journal of Ohio, and by the Northern Ohio Charitable Gift Planners.
Katherine E. Wensink │ 2020-2021 Program Chair
Reservation Policy – All attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials. Webinar cost is free for members and $25 for guests. You will receive login credentials 24 hours before the start of the webinar.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those AEP®, CTFA, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 60 minutes of programming to receive credit for any of the credentials listed above.
Thank you to our sponsor: