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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 Plan Consultant, Wealth Advisor
[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


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