SECURE Act 2.0 Town Hall 

with Wade Pfau, Rob Cordeau, and Jason Rizkallah 

Moderated by Brian Bass 

Recording

Thursday, February 16, 2023, at 1 PM ET

About the Speakers

 

Wade Pfau joined McLean in 2013 to see his research implemented into practical application through actionable solutions for clients. In addition to his work at McLean, Wade is a Principal at McLean and Retirement Researcher and a co-founder at RISA, LLC. He is also a Professor of Retirement Income and Director for the Retirement Income Certified Professional (RICP) designation at The American College in King of Prussia, PA, and he frequently publishes in a wide variety of academic and practitioner research journals. 

 

Rob Cordeau’s thoughtful and thorough approach provides the guidance that helps individuals and families make prudent financial decisions that result in an exceptional wealth management experience. Rob holds the CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional, and Chartered Financial Consultant designations and is a member of the New Hampshire Estate Planning Council and the Financial Planning Association. 

 

Jason Rizkallah has over a decade of experience advising clients through all aspects of their financial life to help them achieve their long-term financial goals.  A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client’s interests are at the forefront of every interaction. He also has the Retirement Income Certified Professional (RICP) designation, which focuses on building comprehensive and efficient retirement income plans. 

 

Brian Bass became an advisor to provide freedom and confidence to highly accomplished people. His unique experiences as a professional athlete and passion for personal finance give him a perspective and skillset that very few advisors possess. Brian set out to deliberately and methodically become educated on how to create and grow wealth and access it properly to help fund a fulfilling retirement that lasts decades. Brian received his Masters in Financial Services from The American College of Financial Services and has earned several of the industry’s most revered designations since he began his career. 

Disclosure: McLean Asset Management Corporation (“MAMC”) is a registered investment adviser. MAMC only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. The information provided herein is for educational purposes only and should not be construed as investment advice and does not intend to make an offer to sell or a solicitation of an offer to buy or sell securities. It is not intended to provide specific legal, tax, or other professional advice. Investments involve risk and unless otherwise stated, are not guaranteed. Although information has been obtained from sources deemed to be reliable, we make no guarantee as to the accuracy or completeness of this data. MAMC shall not be liable for any errors or omissions, or for any actions taken in reliance thereon.  Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site. Be sure to first consult with a qualified professional before implementing any strategy discussed herein. 

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