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Podcast: Unpacking The SECURE Act - What it is & What it Means for Your Retirement Future

J Terwilliger 2014
James P. Terwilliger, PhD, CFP®
Senior Vice President, Senior Planning Advisor
[email protected]
(585) 419-0670 x50630
G Pilato
Greg Pilato, CRPS®
Vice President, Retirement Consultant
[email protected]
(585) 419-0670 x57712

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   Audio Clip  

Defining The SECURE Act and its Impact on Investors


Considerations for Employers and Retirement Plan Administrators


Inherited IRA Changes for Beneficiaries


The Opportunities Ahead


This material is provided for general information purposes only. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.