Annual Meeting & Roundtable Discussions on The Impact of the SECURE Act on Trusts, Taxes, Wealth Management & Life Insurance

Date: Wednesday, May 11, 2022
Time: 5:45pm - 8:00pm
Location: Oak & Almond, 544 Main Street, Norwalk, CT 06851
Speaker: See event details for roundtable moderators

We are excited to announce that we will be hosting our first in-person meeting since February 2020 on Wednesday, May 11, 2022, at Oak & Almond, a farm-to-table restaurant located at 544 Main Street in Norwalk. We will kick off the meeting with cocktails, appetizers and networking on the patio from 5:45pm to 6:30pm, followed by dinner, the election of our 2021-2022 Slate of Officers and Directors, and four rotating roundtable discussions on The Impact of the SECURE Act on Trusts, Taxes, Wealth Management and Life Insurance. 

Roundtable Topic #1: Naming trusts as beneficiaries of IRAs under the SECURE Act and proposed regulations
Moderator: Jessie Gilbert, J.D., LL.M., T&E Attorney, Principal, Cummings & Lockwood LLC

Roundtable Topic #2: The new SECURE Act RMD rules and their impact on tax planning
Moderator: Travis Hood, CPA/PFS, Senior Manager, Kahan Steiger & Company, P.C.

Roundtable Topic #3: The SECURE Act’s impact on wealth management
Moderators: Robin Sherwood, CFP®, President/COO, HTG Investment Advisors Inc. and Alva Carter-Hasan, Senior Vice President/Senior Trust Officer. Bank of America Private Bank

Roundtable Topic #4: In light of the SECURE Act, repositioning qualified plan assets (using pre-tax dollars to purchase life insurance) - efficiently moving money from the worst place to the best place upon death  
Moderator: Todd Robison, CLU®, President/Founder, Cedar Point Financial Services LLC

Roundtable moderators will facilitate fifteen-minute discussions on their respective topics and then rotate to the next table. 
Attendees will be assigned to one of four tables to ensure that each table has representation from multiple professional disciplines.

Guest Attendees:  The guest fee is $75 and guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website ( Questions regarding membership or the application process can be addressed by Alva J. Carter-Hasan, our First Vice President, Membership, at 203-930-7129 or 

Space is limited at this venue, so please reserve a place for yourself and your guest(s) as soon as possible and no later than Monday, May 9th. In an effort to reduce no-shows, please let us know by May 9th if you (or your guest) need to cancel.*

For registration details, including the Council's COVID-19 Event Policy and Protocols, please click on the document link below.

Related Document(s):

See Upcoming Event Calendar