SOUTH BAY ESTATE PLANNING COUNCIL

This panel presentation dives into the transformative provisions of the SECURE Act and SECURE Act 2.0, including the July 2024 final Treasury rulings that will shape implementation and compliance. Topics will include maximizing savings opportunities, employer-sponsored plan enhancements, and navigating new rules such as expanded catch-up contributions, emergency savings accounts, and student loan matching. Last, the panel will discuss compliance issues when a trust is the beneficiary of a retirement plan.

Eric J. Harris, Esq. is a partner and co-founder of Pacific Coast Legacy Partners, LLP with offices in Torrance and Manhattan Beach. Eric is board certified as a specialist in Estate Planning, Trust and Probate Law by the California State Bar Board of Legal Specialization and is a current board member and past president of the South Bay Estate Planning Council.

Larry Takahashi is a Certified Financial Planner^TM professional with Larry Takahashi Financial Services, based in Torrance.  Larry’s primary focus is helping clients plan for successful retirements by utilizing prudent investment, tax-efficient wealth preservation, retirement-income distribution, and estate planning strategies. Previously, Larry began his career with the accounting firm Deloitte and went on to serve in senior finance positions for middle market companies. Larry holds an MBA degree in finance from the UCLA Anderson School of Management, and a BS degree in accounting from California State University, Northridge. Additionally, he holds the designations of Accredited Investment Fiduciary® and Retirement Income Certified Professional® and is a former board member of the South Bay Estate Planning Council.

Mollie Kaiser is a Certified Financial Planner^TM and partner at Strategic View Advisors in Manhattan Beach. She creates personalized financial plans and implements strategies via investment management, life insurance, and fee-based financial planning to protect and grow wealth. Mollie has been in the wealth management industry for nearly 20 years and previously worked in social work. Mollie has an MBA from Pepperdine University, a BA degree in Psychology, and holds Series 7 and 63 licenses. She also maintains the Chartered Life Underwriter®, Qualified Plan Financial Consultant, and Retirement Income Certified Professional® designations.