The U.S. Congress has passed two separate, highly impactful pieces of legislation in recent months.

 The SECURE Act was passed in late 2019 and included a number of changes to our retirement savings laws. In late March, in response to the COVID-19 pandemic, Congress passed the CARES Act aimed at providing tax savings and increased cash flow opportunities for individuals and small businesses.

 Linda Grant-Smith, Baird Regional Financial Planner, and Scott Grenier, Manager of Baird’s Financial and Estate Planning team, will cover the significant changes brought about in these new laws, how these changes may impact your financial plan and what other planning opportunities may now exist as a result.