The Secure Act

Date: Wednesday, March 16, 2022
Time: 11:45am - 1:15pm
Location: VIRTUAL MEETING USING ZOOM FORMAT
Speaker: Michell O'Haren

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THE SECURE ACT

presented by Michelle O'Haren

The Estate Planning Council of San Bernardino County is pleased to welcome Michelle O'Haren to the March meeting to present on the topic of the SECURE Act.   

The SECURE Act ushered in new legislation which makes significant changes to our retirement system.  This presentation covers the key components of the Act and how they may affect your clients.  

Michelle O'Haren is a Senior Retirement Strategies Group Consultant with Pacific Life Insurance Company.  Michelle brings more than 25 years of industry experience to her role, including experience in financial planning and wealth management.    

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