A Fiduciary Guide to the CARES and SECURE Acts
Blaine Aikin, AIFA®, CFP®, CFA, Fiduciary Subject Matter Expert
Duane Thompson, AIFA®, Senior Policy Analyst
May 12, 2020
In this presentation, Fi360’s Blaine Aikin and Duane Thompson will take a fresh look at both the SECURE Act and the CARES Act and provide their insights about what these two laws mean for investment fiduciaries and their client relationships. It will be incumbent on advisors to understand both what these laws allow for and to provide the best advice possible to their clients and their current circumstances.