Secure 2.0 Act of 2022
May 25, 2023 @ 11:00 AM - 12:00 PM
Sponsored by the Taxation Law Section of the Delaware State Bar Association
1.0 Hour of CLE credit for Delaware and Pennsylvania Attorneys
This will be a HYBRID CLE. You may register for this event as a live participant or by Zoom. Even if you register as a live participant, you will receive a Zoom link by email immediately which you may disregard if not attending by Zoom. (Check spam folders if you do not.) If you are going to attend the live session, you will report to the venue and check in. Only live attendees will receive live CLE credits after 12/31/2022. If you do not receive your Zoom link upon registration, please contact reception@dsba.org
Unless you never plan to retire, here is a seminar you shouldn’t miss! The IRS is modifying the way you manage, contribute to, and pay taxes on distributions from your retirement accounts. The Secure 2.0 Act will affect required minimum distributions (RMDs), automatic enrollment, penalties for early withdrawal, and conversions from other plans. Get the scoop from our expert speaker, Paul M. Mitchell of Precision Wealth Partners.
Speaker:
Paul M. Mitchell, CFP, RICP, CFBS
Precision Wealth Partners
REGISTRATION INFORMATION AND RATES
This CLE will be conducted live and via Zoom. To register, visit www.dsba.org/cle and select this seminar, choosing whether you wish to attend live or by Zoom. If registering for EITHER method, you will receive an email back from Zoom immediately providing you with the correct login information. If attending by zoom and you do not receive this email, contact DSBA via email: reception@dsba.org. The Supreme Court of the State of Delaware Commission on Continuing Legal Education cannot accept phone conferencing only. You must attend through a device that allows DSBA to obtain your Bar ID in order to receive CLE Credit. Your attendance will be automatically monitored beginning at the scheduled start time and will be completed when the CLE has ended. If you enter or leave the seminar after or before the scheduled star t /end time, you will receive credit only for the time you attended. Your
CLE credits will be submitted to the Delaware and Pennsylvania Commissions on CLE, as usual.
Naturally, if you attend the seminar live, you must sign in and we will use your attendance as the means for reporting the live credit.
CLE PRICING INFORMATION | Cost: |
---|---|
DSBA Members | $60 |
DSBA Government Members | $54 |
Non-members (get member rate by JOINING) | $160 |
Pennsylvania Credit – add: | $4 |
* advertised price is for the standard member rate.
OUT OF STATE CLE CREDIT INFO
Those attendees who wish to receive CLE credit, other than from Delaware or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the Agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.