Last week, Brandywine Oak hosted over 250 clients and guests for a client appreciation event on the current political environment and upcoming legislation known as the SECURE Act which is the most significant retirement law change in over a decade. Many thanks to our expert speakers Andrew Friedman (from the Washington Update) and Jeffrey Levine (CPA and tax expert from Kitces.com) for their educational, enlightening, and entertaining commentary. We are pleased with the positive feedback we have received regarding their timely and actionable insights. Most importantly, we would like to thank our clients and guests who took the time to join us and we look forward to hosting additional education events in the future.
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