Our speakers are Patrick Caine and Daniel Fogarty from Putnam Investments. Dan is the regional consultant and has been with Putnam for 5 years. Patrick is a senior Wealth Management Specialist and researched the Secure Act 2.0 as part of his responsibility to provide unique ways to maximize benefits from taxes, estate planning, Social Security/Medicare, and Washington legislation.
Together, Patrick and Dan bring a wealth of knowledge and insight to the topic of retirement security. They will be joining us to discuss the Secure Act 2.0 and the changes this legislation brings for estate planning in 2023 and beyond.
Please email any advance questions you may have to: Maureen@myfocusfinancial.com. Please put “LMEPC” in the subject line. Additional questions after the presentation are also encouraged. We want to be sure to cover as many aspects of the act that are of particular interest to our members as possible.
If paying by mail, please mail a check (payable to LMEPC) to:
Novotny CPA Group
800 E. Ellis Road, #584
Norton Shores, MI 49441
You can also pay online at the link below.
To track our headcount, please email Maureen@myfocusfinancial.com with the names of any guests.