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Retirement planning and the SECURE Act
Topics include:
-
DC environment and profession analysis
-
SECURE Act updates and retirement planning strategies
-
Key technical updates
Speakers:
-
Michael Cerami, EVP, CPA.com
-
Mark Peterson, EVP, Advocacy, AICPA
-
Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
-
Dan Snyder, Director, Personal Financial Planning, AICPA
-
Zachary Keep, Manager, Compliance Risk, Paychex
View all episodes
By AICPA & CIMA
4.8
1515 ratings
Topics include:
-
DC environment and profession analysis
-
SECURE Act updates and retirement planning strategies
-
Key technical updates
Speakers:
-
Michael Cerami, EVP, CPA.com
-
Mark Peterson, EVP, Advocacy, AICPA
-
Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
-
Dan Snyder, Director, Personal Financial Planning, AICPA
-
Zachary Keep, Manager, Compliance Risk, Paychex
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