Secure Act & Estate Planning Workshop

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Secure Act & Estate Planning Workshop

November 8 @ 3:00 pm - 4:00 pm

The Secure Act 2.0 increases the age at which plan participants are required to take their RMD from age 70.5 to age 72. Join us for a complimentary educational workshop where we will explore the key provisions as they stand now and what they may look like for 2023 and beyond.

JOIN US at the Lewes Public Library as we address the Secure Act 2.0 and its impact on your retirement and latter life planning. Co-hosts, John Robbert, Esq., and Len Hayduchok, Fiduciary and CFPwill share findings and interpretations as well as practical steps for navigating the Secure Act.

Important Topics You’ll Learn:

  • What is the Secure Act 2.0 and how has it changed?
  • What are its main provisions and their impact on my retirement / legacy planning?
  • What is the conduit provision problem?
  • What are the next steps I need to consider? 
  • How to review and amend your documents. 
  • What to consider additional trust options and beneficiary designations.

It’s our privilege to empower you to be informed as you make decisions about your money and how to manage it in the most meaningful way for you and your family. We will review the impact of larger legislation on your personal finances and give you the opportunity to get your personal questions answered.

LEARN MORE ABOUT OUR PRESENTERS:

Len Hayduchok, the Delaware Retiree Advisor, is the founder of The Delaware Retiree Connection, and the CEO and owner of Dedicated Financial Services. As a fiduciary and Certified Financial Planner™, Len offers his wealth of experience over 30+ years to guide others through the mire of Financial and Retirement Planning.  As a Certified Life Coach, he pairs his financial expertise with a heart to help others who want to make the most of their retirement plan.

John Robbert, esq., the founder of Chesapeake Legal Counsel, celebrates his 50th year practicing law in 2022. Over his tenure, Mr. Robbert has participated in numerous professional organizations, currently as a member of WealthCounsel and a member of Elder Counsel, both national networks of attorneys who focus their practice on estate planning and elder law matters. Having taught at various educational levels, including tenure as an adjunct professor of law, he is an accomplished speaker and frequently lectures on issues related to gift and estate tax planning.

CHESAPEAKE LEGAL COUNSEL: Chesapeake Legal Counsel provides an array of legal services for individuals, their families and their businesses including estate, tax, charitable, Medicaid, and Special Needs Trust planning because the transfer of wealth, like the transfer of values, from generation to generation, demands care and attention. Founded in 1993, Chesapeake Legal Counsel, LLC is a Delaware based company with offices in Annapolis, Maryland and Ocean View, Delaware. The attorneys at Chesapeake Legal Counsel use their years of legal experience to design those strategies that allow the client to transfer wealth to whom they want, when they want, and how they want in an efficient and understandable process.

DEDICATED FINANCIAL SERVICES: Dedicated Financial Services is a full-service financial planning firm, providing investment advisory services, income planning, tax analysis, risk neutralization and legacy planning advice. At Dedicated Financial Services, we believe the benefit of assets is not simply their accumulated worth, but how they can empower you to meet your goal of MAXAmazing Your Retirement™. We help clients accomplish this by aligning your assets with whatever it is in life that matters the most to you. We call this Process “Bringing Your Money to Life™.” We would be happy to walk you through financial planning strategies designed for you to get the most from your money. 

Len Hayduchok and Dedicated Financial Services, LLC and John Robbert and Chesapeake Legal Counsel are not affiliated individuals or entities.

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Details

Date:
November 8
Time:
3:00 pm - 4:00 pm
Event Categories:
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Venue

Lewes Public Library
111 Adams Avenue
Lewes, DE 19958 United States
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