NEW LAW: The Secure Act – What is it and What is its Impact
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law and became effective January 1, 2020. This law is the most impactful legislation affecting retirement accounts in decades. Although there are positive changes for retirement accounts under the SECURE Act, there is a significant change that affects the beneficiaries of retirement accounts. The SECURE Act requires most designated beneficiaries to withdraw the entire balance of an inherited retirement account within 10 years of the account owner’s death.
Attend this webinar to learn about this new law and its implications for your clients.
Kathleen Kenealy, CFP®, CPWA®, Managing Director & Senior Wealth Advisor, Boston Private Wealth
Kathleen Kenealy specializes in working with successful individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Senior Wealth Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Kathleen has more than 15 years of experience in wealth planning and advisory services. She began her career as a Financial Planning Consultant with Pillar Financial Advisors, and most recently she worked as a Wealth Advisor with Peak Financial Management where she was responsible for financial planning and strategy development for her clients.
Kathleen Kenealy graduated from Babson College with a Bachelor of Science in Finance. Kathleen is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Private Wealth Advisor™ designation. Kathleen is actively involved in philanthropic activities and has been a member of the Red Cross of Massachusetts’ Young Professionals Council for the last five years, serving as President for two years. In 2019, Kathleen was chosen by New England Banking Magazine as a “Women of FIRE” award winner. She was also recognized by InvestmentNews as a 2018 “40 Under 40” Honoree. Winners were selected from a pool of almost 1,000 nominees from across the country based on their level of accomplishment, contribution to the financial advice industry, leadership and promise.
Tiffany A. O'Connell, Esq., LLM, CELA, AEP®, O'Connell Law LLC
Tiffany (“Tiff”) is the owner of O’Connell Law LLC in Natick, Massachusetts.
Tiff focuses her practice on estate planning, trust administration, Medicaid planning, long-term care planning, and Alzheimer’s planning.
Tiff obtained her J.D. from New England School of Law in 1994, her Bachelor’s degree in English from Boston College in 1991, and her LLM in Taxation at Boston University Law School in 2011. She is a Certified Elder Law Attorney (CELA), an Accredited Estate Planner (AEP), has a “Superb” AVVO Rating, and was named as a Super Lawyer.
She is admitted to practice law in MA and NH.
Registration requires two steps:
1. Register via the event website.
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Your registration is incomplete until you register via GoToWebinar. Once you register via GoToWebinar, you will receive a final confirmation email with the details on connecting to the live presentation on Tuesday, December 17, 2019 from 10:00 AM - 11:00 AM. Please reach out to firstname.lastname@example.org with any questions.