FPA MI Lunch & Learn Grand Rapids

    March 04, 2020
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com
     Directions


    Join us  at the March 4th Grand Rapids Lunch & Learn!


    SECURE Act
    Presented by John Klees, JD
    of the law firm of Rhoades McKee, P.C.

    This program has been approved for 1.5 CFP CE's

    About the Program:  Setting Every Community Up For Retirement Enhancement (SECURE) Act: Signed into law by President Trump on December 20th, the SECURE Act is the first major retirement legislation in over a decade. With over 29 key provisions, the Secure Act makes numerous changes to both the IRC and ERISA that will expand retirement plan coverage for workers and increase saving opportunities.  Learning Objectives:

    • An Overview of the Legislation
    • Receive a Breakdown of the Key Provisions
    • Identify the Implications on Estate, Charitable and Trust Planning for Retirement benefits

    About John Klees:  With over 25 years of experience, I help hard working individuals and families organize their affairs to secure their business and/or nest-egg assets for future generations. Serving a diverse Michigan client base, from Detroit through the Lakeshore, from Niles to the Thumb, and from Monroe to Traverse City, I develop and implement asset protection plans, business succession plans, wills, and advanced estate and gift tax strategies in such a way as to minimize difficulties, taxes and expenses.

    I have devoted my entire career to staying on the cutting edge of the law related to estate planning and administration. This dedication began in law school, when I earned a Masters of Law in Taxation from New York University School of Law, with a focus on estate/gift taxes, in addition to the traditional J.D. degree. From this vantage point, I often see opportunities that others miss. I do not just “dabble” in estate planning (and related areas) — I specialize in it.

    Tickets

    $25.00 FPA Member (includes lunch)

    $35.00 Non FPA Member (includes lunch)

    $25.00 First Time Guest (includes lunch)

    $10.00 Full-Time Student (includes lunch)