Overview of the SECURE Act
11:45 a.m. Networking
12:00 p.m. Lunch
12:10 p.m. Business/Announcement
12:15 p.m. Presentation
1:15 p.m. Conclusion
Description: Overview of of the SECURE Act
About the Speaker:
Lauren joined Stifel’s Wealth Planning Department in 2016 as a Tax Planning Specialist and is currently a Wealth Strategist. Lauren provides tax planning support to financial advisors and their clients by reviewing and analyzing current tax situations and presenting tax planning concepts to help them make informed investing decisions.
Prior to joining Stifel, Lauren worked as a Financial Consultant at Wells Fargo in their Private Client Group. Lauren previously worked at Anders Minkler Huber & Helm, LLP, a public accounting firm, where she prepared individual, trust, and corporate tax returns, prepared quarterly income tax projections and calculated corresponding estimates, and researched key aspects of intricate tax topics to offer tax planning strategies for high wealth individuals, trusts, and businesses.
Lauren graduated from Southern Illinois University Carbondale with bachelor’s degrees in accounting and finance with a minor in marketing. She holds the Certified Public Accountant (CPA) designation along with Series 7 (General Securities Representative) and 66 (Investment Advisor Represenative) securities registrations and life, health, and variable insurance licenses.