Firm News

February 17, 2020

Alloy Silverstein’s Director of Financial Services to Present on The SECURE Act

The SECURE ACT: How does it change your retirement?

Alloy Silverstein breaks down the new law updates and planning opportunities at our next lunch workshop.

The biggest retirement planning changes in more than 10 years are here. Whether you are a saver, investor, business owner, or are nearing retirement, learn the new changes and the potential impact on your financial planning strategy.

Director of Financial Services Ronald Donato Jr. CFP®, MBA will discuss:

  • At what age are you required to take money from your retirement accounts?
  • What happens if I inherit a retirement account?
  • Do I get a tax break to start a retirement plan at my company?
  • and many more unanswered questions regarding the SECURE ACT.

Register now to gain a clearer understanding of The SECURE Act this tax season. Seating is limited. Complimentary lunch will be served. Advanced registration required.

 

Event Details

 

Wednesday, March 4, 2020
12:00PM – 1:00PM
Kramer Hall
30 Front Street
Hammonton, NJ 08037

Register

 

Thursday, March 5, 2020
12:00PM – 1:00PM
Alloy Silverstein
900 North Kings Highway
Cherry Hill, NJ 08034

Register

 


 

About the Speaker

Ronald V. Donato Jr., CFP®, MBA
Director of Financial Services

Ron is Director of Financial Services for Alloy Silverstein Financial Services, Inc., a division of The Alloy Silverstein Group that helps individuals and businesses with tax-smart wealth management, investment, insurance, and financial planning solutions. He proactively advises clients in making progress towards their life and financial goals by putting a personalized plan in place and checking in with them regularly.

When Ron joined the Alloy Silverstein team in 2014, he brought with him over 33 years of experience in the banking and finance industries, 20 of which were spent providing retirement and financial planning to clients in the Philadelphia region. He is a graduate of Ursinus College, earned his MBA in Finance from Villanova University, and has passed his FINRA Series 7 and 66 exams. Ron holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance.

As part of The Alloy Silverstein Group’s emphasis on collaboration, Ron’s meetings are often side-by-side with his client’s Alloy Silverstein CPA so that tax planning and implications are taken into consideration for all financial planning decisions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

JB Financial Associates is now Alloy Silverstein.
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