Congress Passes SECURE Act

Impact on Estate Planning for Retirement Accounts

Has your Estate Plan been affected by the SECURE Act?

Details & Registration

Join us and discover how the SECURE Act has impacted your retirement accounts.

Workshop Information

Discover the changes to mandatory contribution age limits.

Understand the new permissible qualified distribution events with no penalties.

Learn about changes to 401(k) contributions

New tax credits for certain small businesses.

Discuss the new increases to mandatory age distributions from IRAs.

The secrets to managing the stress and anxiety affecting your retirement accounts.

Details & Registration

Here's What You Need:

Attorneys Douglas E. Koenig and Jared W. Pierce have helped families across North Caolina plan their estates during their careers. They will discuss and explore, in easy to understand terms, what the SECURE Act has changed and how it affects your and your family.

  • Free, no obligation, workshop
  • Clear and detailed explanation of the law
  • Strategies and legal tips from the experienced estateplanning attorneys.
I'M IN! LET'S DO THIS!

"We spend countless hours preparing the material present at these free workshops. This workshop is set to be our best yet." 

- Jared Pierce - Attorney, Pierce Law Group

Discover how to take back control today!

Register for the Workshop

About The Speakers

Attorney Douglas E. Koenig

Doug focuses his practice on Elder Law and Estate Planning here at Pierce Law Group. Specifically, Doug assists clients in matters related to Estate Planning (and related wills, trusts, and powers of attorney), Special Needs Trusts for elders and children, and protections for children of younger families. Also, Doug practices in the area of Veteran’s benefits (service connect disability) and Medicaid planning.

Briant Sikorski

Briant Sikorski, Wealth Advisor for Stratos Partners is Series 7 and Series 63 securities registered with LPL Financial, is certified as an Accredited Asset Management Specialist and Chartered Retirement Plans Specialist and is licensed in life, disability and long-term care insurance. Briant entered the financial services industry after a twenty-year career in the venture capital, information technology, telecommunications and automotive manufacturing industries. 

Jared Pierce

Attorney Jared Pierce

Attorney Jared Pierce is the owner and founder of Pierce Law Group. While primarily focusing on business and estate related litigation, Attorney Pierce is passionate about ensuring that his team of experienced estate planning and litigation attorneys work tirelessly to ensure that their clients’ needs are addressed, regardless of the challenges that may be presented. Attorney Pierce and his team of attorneys have represented clients in a variety of legal forums including State District Court, State Superior Court, Federal Court, and Federal Appeals Court