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BIF Bites

The Boston Institute of Finance

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BIF Bites
54 min2020 JAN 21
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Visit BIFBites.com to view the question of the month and CFP Board's "Key Elements of SECURE Act" resource.

In this month’s episode of BIF Bites Jerry, Mike, and Brendan discuss how the new SECURE Act will impact both clients and financial advisors. The SECURE (Setting Every Community Up for Retirement Enhancement) Act is the biggest regulation update since the Tax Cuts and Jobs Act. Listen in as our hosts discuss the changes SECURE will have on retirement plans, 529s and more.

The BIF Bites podcast covers topics that are important to those seeking CFP certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP, ChFC, CLU is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan Flaherty, CFP, CIMA, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP Program Director for the Boston Institute of Finance.