The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on Dec. 20 by President Donald Trump. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged accounts. Join us as Hans Blake, CFA, CPA will discuss how the SECURE Act impacts retirees, beneficiaries, parents, and employees, and where there may be opportunities. Be sure to RSVP below to reserve your spot.
Hans Blake, CFA, CPA Bio
Hans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives.
The Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News, The Greenville Business Journal, NPR, and has appeared on WYFF News 4 to talk about the markets and portfolio management.