Michael Kitces and the SECURE Act

June 03, 2020
7:45 AM - 12:00 PM
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Red Lion Hotel
4751 Lindle Road
Harrisburg, PA

This meeting is currently scheduled to be held in person and we have added a webinar option.  If legislation permits an in person meeting, we will hold the meeting in person and also offer a live webinar.  If legislation does not permit an in person meeting, the meeting will still be held as a live webinar with 3.0 CFP, 3.0 PA Insurance and 3.0 CPA Credits.  We will keep you updated on the status of the live or webinar only option.

Michael Kitces Presents:  The SECURE Act and IRA Stretch Beneficiaries

Hi, I’m Michael Kitces. I’m a lifelong learner with a passion for sharing what I’ve learned with others. A Journey Of Continuous Education My journey of learning and sharing led me somewhat randomly to the world of financial services, where I landed in search of a job after completing an undergraduate degree with a major in psychology logo-batesand a minor in theater and a pre-med concentration (an education I used to figure out that I didn’t want to go into psychology, theater, or medicine!). I started out as a life insurance agent the first business day after college, and although I turned out to be a terrible salesperson, that first job helped me discover this thing called financial planning. With the broad range of financial planning topics to learn, I dove quickly into the educational process full steam, ultimately racking up two Master’s degrees (one in Financial Services, and one in Taxation), along with my Certified Financial Planner (CFP) marks and a slew of other designations as well. In essence, I spent the decade of my 20s working as a full-time financial planner and part-time student on the side, learning as much as I could, and sharing those ideas, concepts, and solutions with our clients.


$100.00 FPA Member

$150.00 FPA Non Member (Repeat Guest)

$0.00 Pre-Paid 2020

$0.00 FPA NEW Member ~ 1st Meeting FREE!

$150.00 FPA Non Member (Repeat Guest)