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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. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.