A Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored

Broadcast Date: Friday, February 21, 2020 from 12:00 pm to 2:00 pm (ET)
hand holding coin
John Perugini
Marguerita Cheng, CFP®, RICP®
Paul Porretta


About Millennium Trust Company

Millennium Trust is a leading provider of retirement and institutional custody solutions. We empower clients with access to a wide range of solutions, exceptional service and expertise they can count on. Whether clients manage corporate retirement assets, run a business or want choice beyond traditional options, we provide flexible, digital solutions to support our clients' success. As an independent service provider, our goal is to serve as a trusted ally - always putting our clients’ interests first.

Website: https://www.mtrustcompany.com/

About Blue Ocean Global Wealth

Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives.

Website: https://www.blueoceanglobalwealth.com/

About Pepper Hamilton LLP

Pepper Hamilton LLP is a multi-practice law firm with more than 425 lawyers in 14 offices across the United States.  The firm provides corporate, litigation and regulatory legal services to leading businesses, governmental entities, nonprofit organizations and individuals throughout the nation and the world.  The firm was founded in 1890.

Website: https://www.pepperlaw.com/