BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20250213T150000Z
DTEND:20250213T170000Z
LOCATION:Depot Restaurant and Via Zoom
UID:2661820250213T150000ZSECURE Act and SECURE Act 2.0 panel 
DTSTAMP:20260420T061809Z
DESCRIPTION:\nRSVPs for this event are closed.  Please call Angela at 310-529-4973 to see if there are any cancellations.\n \nThis 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.\n \nEric 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.\n \nLarry Takahashi is a Certified Financial PlannerTM 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.\n \nMollie Kaiser is a Certified Financial PlannerTM 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.\n \n \n \nLook Who is Coming!\n Bob. Abelson   Natallia Ioannou Bob Abelson, CPA   Mollie Kaiser Carmen Alberio   Isaac Kim Blanca Alfaro   Angela Klenk David Andrade   Mickey Knickerbocker Nadia Antii   Han Le Stephanie Bezner   Andrew Manier Allen Bond   Andrew Meinzer Daniel Bradshaw   Mike Millea Kristen Damon   Sam Murphy Maureen Dearden   Samuel Murphy Linda Dorfmont   Grant Niman Bryan Flores   Michael Ozawa Samuel Ford   Masumi Patel Laurie Glover   Nancy Pearson Erica Gomez   Peter Pettler David griffin   Rhonica Petty Suzanne Grudnitski   Yvonne Phillips David Guelff   Michelle Rogers Patricia Harik   Alison Sabran Eric Harris   Larry Takahashi Todd Hollingshead   Mark Tsujimoto JOHN HOOKS   Kazuaki Uemura Vickie Intriago   carl Walsh       tammy wong \n 
SUMMARY:SECURE Act and SECURE Act 2.0 panel  - South Bay Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR