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Who Cares About Being Secure | CMBA CLE Catalog

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Who Cares About Being Secure

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Date Published

March 16, 2021

Publisher

Cleveland Metropolitan Bar Association

Subjects

Estate Planning

Questions

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Summary

The minimum distribution rules that applied to many IRAs and retirement plans were around for over 30 years. Just before COVID-19 changed our entire world, the SECURE Act was signed into law in December 2019 and fundamentally changed the world of planning with retirement benefits. Get back up to speed on the SECURE Act rules, learn the additional changes from the CARES Act, and learn how to apply those new rules and when to stick with the old ones.

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Presenters

J. Paul Fidler
Schneider, Smeltz Spieth Beth LLP

Paul Fidler is a partner at Schneider Smeltz Spieth Bell LLP in Cleveland. His practice focuses on estate planning and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Copy of Slide Deck
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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