Events

	Last hidden column for tag filter
21 Jan 2021 REMOTE Meeting Jan 21, 2021 12:15 PM - 12:15 PM
04 Feb 2021 REMOTE Meeting Feb 04, 2021 12:15 PM - 12:15 PM
08 Feb 2021 Virtual Monthly Board Meeting Feb 08, 2021 7:00 PM
18 Feb 2021 REMOTE Meeting Feb 18, 2021 12:15 PM - 12:15 PM
04 Mar 2021 REMOTE Meeting Mar 04, 2021 12:15 PM - 12:15 PM
08 Mar 2021 Virtual Monthly Board Meeting Mar 08, 2021 7:00 PM
18 Mar 2021 REMOTE Meeting Mar 18, 2021 12:15 PM - 12:15 PM
01 Apr 2021 Byran Covert SECURE ACT 12/19/19 Apr 01, 2021 Thank you for the opportunity to speak with your group. I look forward to April 1^st. I will be giving a quick introduction to myself and the organization I work with and then I will speak about he SECURE ACT that was passed on 12/19/19. I will review both the individual side as well as the business side of the ACT. I will discuss the changes to Required Minimum Distribution age, the elimination of the Stretch IRA, and the changes to Traditional IRA Contribution limits for the individual side of the SECURE ACT. I will discuss the changes regarding Small Business Tax Credits, Pooling Retirement Plans, and Annuity Offerings within group retirement plans for the business side of the SECURE ACT. I will leave a couple of minutes at the end for any questions that your members may have. I will have a few slides to share regarding the SECURE ACT and the last slide will have my contact information on it for anyone who would like to follow up with me afterwards. 300 Westage Business Center Drive Suite #370 Fishkill, NY 12524 Phone: (845) 875-6514 Assistant: (845) 368-2909 Fax: (845) 517-6104 Email: bcovert@1879advisors.com Bryan Covert serves as an Investment Consultant at 1879 Advisors, working with the Investment Committee and dedicated to customizing portfolios in order to help his clients reach their financial goals. Because each client’s circumstances and aspirations are unique, he conducts an indepth and comprehensive interview process to ensure that his clients’ top concerns are addressed, and that their resources are being put to their best possible use. Markets are moving faster than ever these days, and all the noise and conflicting opinions can make it difficult for anyone to understand what to do or how to invest. That’s why he believes that one of the most important job functions he has is to listen. Knowing what a client hopes to achieve, and respecting their tolerance for risk and complexity, is the first step any financial advisor needs to take if they hope to act in the best interest of their clients. Mr. Covert began his career as a financial professional at Prudential, advising his clients on how best to achieve their short and long-term financial goals. The strategies he developed were designed to maximize tax efficiency and generate income, while remaining flexible enough to adjust to changing market conditions or major life changes. Mr. Covert earned a B.A. in Economics from Binghamton University and holds his Series 6, 7, 63 and 65 securities registrations. He holds his Health Life and Accident license as well as National Social Security Certification. Mr. Covert is also an active member of the Rockland Business Association and Business Network International Organization. While not working, he enjoys spending time with his son, testing his physical endurance with obstacle challenges, enjoying the outdoors and playing golf. “Let me help eliminate financial blind spots from your portfolio.”
01 Apr 2021 REMOTE Meeting Apr 01, 2021 12:15 PM - 12:15 PM
12 Apr 2021 Virtual Monthly Board Meeting Apr 12, 2021 7:00 PM
15 Apr 2021 REMOTE Meeting Apr 15, 2021 12:15 PM - 12:15 PM
06 May 2021 REMOTE Meeting May 06, 2021 12:15 PM - 12:15 PM
10 May 2021 Virtual Monthly Board Meeting May 10, 2021 7:00 PM
20 May 2021 REMOTE Meeting May 20, 2021 12:15 PM - 12:15 PM
03 Jun 2021 REMOTE Meeting Jun 03, 2021 12:15 PM - 12:15 PM
14 Jun 2021 Virtual Monthly Board Meeting Jun 14, 2021 7:00 PM
17 Jun 2021 REMOTE Meeting Jun 17, 2021 12:15 PM - 12:15 PM
01 Jul 2021 REMOTE Meeting Jul 01, 2021 12:15 PM - 12:15 PM
12 Jul 2021 Virtual Monthly Board Meeting Jul 12, 2021 7:00 PM
15 Jul 2021 REMOTE Meeting Jul 15, 2021 12:15 PM - 12:15 PM

Event Types

SECURE ACT 12/19/19