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Retirement planning and the SECURE Act
September 12, 2024 · 60 min

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