Special Guest Webinar
There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about.
Be sure to tune in to learn the important details.
Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.
Sarah Brenner, JD Director of Retirement Education Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twenty years of experience helping clients and financial professionals navigate complex technical IRA questions. Known for her engaging presentation style, Sarah skillfully uses clever pop culture anecdotes to make advanced IRA education both memorable and accessible. Her ability to demystify complicated retirement laws has made her a sought-after speaker at financial industry events and private trainings for professionals, including advisors, CPAs, and attorneys. Sarah regularly presents to Ed Slott’s Elite IRA Advisor GroupSM, a prestigious study group of top financial professionals, as well as at Ed Slott’s 2-Day IRA Workshop and Ed Slott and Company’s IRA Success, powered by The American College of Financial Services. In these sessions, she provides expert guidance on the complexities of IRA distribution planning, making her a trusted resource in the financial community. As part of her work with the study group, Sarah consults directly with clients of member advisors, gaining firsthand understanding of thousands of Americans’ top IRA questions each year. This unique exposure provides her with key insights and perspective on the pulse of IRA concerns across the country. Sarah is also a featured Expert on The American College’s Knowledge Hub+ platform. Her expertise has been widely recognized in the media, where she has been frequently quoted by The Wall Street Journal and USA Today, and she has contributed articles to TheStreet.com. In addition to her media appearances, she is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter and plays a key role in developing IRA course materials and training programs for financial professionals nationwide. Sarah’s educational background includes a degree from Smith College and a law degree from Villanova School of Law. She is a member of the Pennsylvania Bar and previously practiced law with a concentration in elder law. For fifteen years, she was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm serving financial organizations nationwide.
Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.