The SECURE Act
In September of 2019, Kevin S. Whiteford traveled to Washington D.C. to discuss a pending legislative item on behalf of FSI. (https://financialservices.org/about/). Kevin was the only Agent/Advisor asked to speak from Cambridge Investment Research, Inc.
Kevin discussed in depth the SECURE Act with several legislators, and several months later this bill was passed. This is a significant change to America’s Retirement System, and Kevin was happy to be a part of it.
Please see the details below, and be sure to reach out with any questions.