• Legislative highlights (SECURE Act & CARES Act)
• Wealth planning considerations

ABOUT THE SPEAKER:
Mr. Cass is Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives. Mr. Cass speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer. He has been in the investment industry since he joined Putnam in 1990.

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