April 22, 2021
Knoxville Bar Association
Law Office Management
The CLE program "Retirement Plan Administration and Planning for Law Firms in the Wake of the SECURE Act, CARES Act, and More" was originally presented and recorded on April 22, 2021.
The last few years have brought a whirlwind of law changes impacting retirement plans. This one-hour CLE program will discuss the top mistakes in retirement plan administration for law firms and how to avoid them, important take-aways from the recent law changes, and individual retirement and estate planning opportunities for retirement accounts. Lawyers and law firms of all sizes will benefit from this presentation, as it will address issues both client and law firm-specific issues, as well as personal retirement planning.
Presenters: Kathy Aslinger, Kennerly Montgomery & Finley PC; Chad Schollaert, The Trust Company; Eddy Smith, Kennerly, Montgomery & Finley PC
(If you have any questions about the program please contact the speakers at email@example.com; kaslinger@KMFPC.com; firstname.lastname@example.org)
Approved for 1 hour of "distance learning" General CLE Credit
IT IS YOUR RESPONSIBILITY: Please verify when you register for an online CLE course that you have not previously attended the program during the live or webinar presentation or the video replay series offered twice a year. The CLE Commission will not approve CLE credit for the same course even if it is taken in a different calendar yearExpand summary
Program Titles and Supporting Materials
This program contains the following components:
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.