SECURE Act & Planning Strategies

  • Thursday, March 05, 2020
  • 5:00 PM
  • Thomas Hooker Brewery, 140 Huyshope Avenue, Hartford CT 06106

Registration


Register

SECURE Act & Planning Strategies
MARCH 5, 2020

Registration: 4:30p
Program Starts: 5:00p
Networking: 6:00p

LOCATION: Thomas Hooker Brewery, 140 Huyshope Avenue, Hartford CT 06106

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, Pub.L. 116–94, was signed into law on December 20, 2019 as part of the Further Consolidated Appropriations Act, 2020.

Join Kevin Quinn, Esq & Chris Roy, Esq of Legacy Counsellors, PC - Bloomfield, CT for this upcoming class. We will review the implications of the secure act on retirement strategies.  Kevin and Chris bring the legal perspective and consequences for retirement and estate planning. This program has been submitted for CE credit. 

SPONSORED AND PRESENTED BY


Course will be taught by

Kevin D. Quinn, J.D.

President & Founding Attorney

Legacy Counsellors, PC

Mr. Quinn is the founder and president of Legacy Counsellors, P.C., an estate and business planning law firm serving successful individuals and families throughout the country from offices in Easthampton, Massachusetts and Bloomfield, Connecticut. He is admitted to the bars of the Commonwealth of Massachusetts and the State of Connecticut.

An accomplished Estate and Wealth Strategies Planners®, Mr. Quinn is a full Fellow of the Esperti-Peterson Institute and has completed the institute's three year post-doctoral program in Wealth Strategies Planning®.Attorney Quinn is a member of the WealthCounsel, LLC. Mr. Quinn is a former member of the National Counsel on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs.


Christopher P. Roy, Esq

Attorney at law

Legacy Counsellors, PC

Attorney Christopher P. Roy earned his Juris Doctor from Western New England University School of Law in 2014, and is licensed to practice law in the Commonwealth of Massachusetts and the State of Connecticut. Attorney Roy was a member of the Moot Court Board at Western New England University School of Law, and had the privilege of representing his alma mater in four Moot Court competitions from 2013-2014.

Attorney Roy is a member of the National Academy of Elder Law Attorneys (NAELA), ElderCounsel, WealthCounsel, and the Estate Planning Council of Hampden County, Inc. He is also a VA Accredited Attorney.

Attorney Roy focuses his practice in the areas of estate planning, tax planning, estate administration, Medicaid, and VA benefits. He is also a frequent speaker at meetings and seminars held by Legacy Counsellors, P.C. and various financial institutions.





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