Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
The experts of this show featured James P. Terwilliger, PhD, CFP®, Senior Vice President, Senior Planning Advisor, and Greg Pilato, CRPS®, Vice President, Retirement Consultant.
Broadcasted on January 25, 2020
For questions, feel free to contact James P. Terwilliger at (585) 419-0670 x50630 or Greg Pilato at (585) 419-0670 x57712.
| Unpacking The SECURE Act - What it is & What it Means for Your Retirement Future
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Defining The SECURE Act and its Impact on Investors
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Considerations for Employers and Retirement Plan Administrators
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Inherited IRA Changes for Beneficiaries
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The Opportunities Ahead
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