The Secure Act: 5 Key Considerations

The Secure Act:  5 Key Considerations

1.0 General CLE Credit | CLE# 2022-016

Registration Fee: Free of Charge

Presented by Niraj Chhabra, Ameriprise Financial Services, Inc.

While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out of the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their compensation structure, salary may be dispersed at the end of the year making budgeting difficult to plan for.

The seminar covers the following:         

• Retirement Planning
• Family Panning
• Tax Reduction Strategies
• Student loan repayment strategies
• Estate Planning
• Planning for aging parents
• Budgeting

About the presenter:

Niraj Chhabra, CFP®, MBA, CRPC®, CLTC has been a Financial Advisor with Ameriprise Financial Service since 2006. Mr. Chhabra has a Bachelor’s degree in Business Administration – Management & Marketing from Montclair State University and a Master’s degree in Finance from Rutgers University. What makes his practice unique is his focus on clients in the legal profession. He strives to help attorneys of all stages of their careers to grow financially as they grow within their profession. His areas of focus are family finances, tax planning strategies, estate planning strategies, retirement planning and financial planning for small businesses.