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DTSTART:20230510T160000Z
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LOCATION:Cascades Manor House
UID:2298620230510T160000ZWhat Secure Act 2.0 Means for Retirement Plans
DTSTAMP:20260421T151018Z
DESCRIPTION:\nAnthony Picerni Bio:\n \n\n \nAnthony Picerni is a Divisional Retirement Plan counselor at Capital Group, home of American Funds. He has 15 years of industry experience and has been with Capital Group for over eight years. Earlier in his career at Capital, he was an Institutional Relationship Specialist covering RIA, Bank Trust, and Family Office in the Northeast and an Internal Wealth Specialist covering the Southeast. Prior to joining Capital, Anthony worked as a securities specialist at UBS. Before that, he was a financial advisor at Ameriprise Financial Services. He holds a bachelor's degree in finance from Fairleigh Dickinson University. He also holds the Certified Investment Management Analyst®, Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. Anthony is based in Plymouth, Michigan.\n \n \n \n \n
SUMMARY:What Secure Act 2.0 Means for Retirement Plans - Jackson Area Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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