Whiteford Wealth – The SECURE Act

The SECURE Act

20 December 2019

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.

https://www.cnbc.com/2019/12/19/congress-approves-major-changes-to-how-you-save-for-retirement.html

Recent Training

In September 2023, Kevin and the team went to Orlando, FL to connect with the leading financial professionals from Cambridge Investment Research, Inc. Here the team obtained their continuing educations credits, and review data for industry leaders from all over the country.

In June 2023, Kevin went to Colorado Springs, CO to connect with the leading financial professionals from Cambridge Investment Research, Inc. At the conference he reviewed some educations, shared ideas with other professionals, and reviewed 2023 outlooks.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.

Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Advisor.
Cambridge and 360 Financial Group are not affiliated.

This communication is strictly intended for individuals residing in the states of

AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MI, MN, OH, PA, SC, TX, TN, UT, WI

Cambridge’s Form CRS (Customer Relationship Summary)

Fixed Insurance offered through Kevin S. Whiteford. Whiteford Wealth Management, Inc. and Whiteford Tax and Financial Services are not affiliated with Cambridge. Cambridge Does not offer tax or legal services.

Tom Sharwarko, Scott Whiteford and Ken Whiteford perform administrative functions and do not offer securities or advisory services.

No offers may be made or accepted from any resident outside the specific states referenced.

The SECURE Act

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