- Wednesday Apr 29, 2020
- Start Time: 3:30PM
- End Time: 4:30PM
- Live Webinar: Must Register In Advance
Understanding the SECURE Act and implications on planning
Approved for 1 hour of CE for designations (CFP, CFFP, IWI [CIMA, CPWA], PACE) and insurance. CE offered through Putnam Investments.
Please join Dan Greene, Putnam Investments Sr. Regional Advisor Consultant and Chris Hennessey for a webinar. Chris Hennessey, Lawyer, C.P.A., and Professor of Emeritus of Law at Babson College, will discuss:
- The background of the SECURE Act
- Key provisions affecting retirement plans and individuals
- Tax-related modifications related to the spending bill
- A closer look at the repeal of the “Stretch IRA” option
- Planning considerations under the new law
More About Our Presenter
Christopher P. Hennessey is a lawyer and C.P.A. Mr. Hennessey is a member of Putnam’s Business Advisory Group, the company’s national speaking bureau, since joining it in 2008. He also serves as Professor Emeritus of Law at Babson College and Faculty Director of Babson Global. He has extensive consulting experience on all wealth management topics relevant to financial advisors and their clients. Mr. Hennessey also co-founded an investment advisory firm, in which he is no longer active, that manages financial assets for high-net-worth individuals.
On behalf of Putnam, Mr. Hennessey speaks extensively at various national and regional meetings on a variety of wealth management topics. For financial advisors, Mr. Hennessey has delivered presentations on retirement and college saving, IRA distribution, advanced estate planning, charitable remainder trusts, and asset protection strategies to safeguard wealth. For shareholders, he has spoken at Putnam’s client appreciation events; given custom presentations to medical professionals, business owners, and other targeted audiences; and has conducted meetings with Putnam’s key client-advisor accounts.
Mr. Hennessey is a member of the American Bar Association, the Massachusetts Bar Association, the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants. He is a Trustee of a private college and a former board member of the largest food service distributor in New England. As an instrument-rated private pilot, Mr. Hennessey is also a member of Angel Flight New England. Previously, Mr. Hennessey served as Dean of the Undergraduate program and Co- Dean of Executive Education at Babson College.
Boston University Law School, L.L.M., Taxation
Suffolk University Law School, J.D.
Babson College, B.S.