SECURE Act Regulations
Join us! Scott Grenier and Tim Steffen will discuss new rules for retirement accounts under the SECURE Act, including:
- New rules for IRA owners
- New rules for IRA beneficiaries
- Naming a trust as an IRA beneficiary
- SECURE Act 2.0 provisions
- Action steps
Scott Grenier is the Manager of Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.
Scott joined Baird in 2010 as a Senior Estate Planner and has more than 15 years of financial and estate planning experience. Prior to joining Baird in 2010, he was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull.
Scott graduated from Hamilton College with a bachelor’s degree in Economics and earned a Master of Science in Financial Services Degree from The American College. He is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Estate Planner through the National Association of Estate Planning & Councils, and a Chartered Advisor in Philanthropy through The American College.
He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.
Tim Steffen is Director of Tax Planning for Baird and is responsible for researching, writing and speaking on important tax issues that impact the clients of Baird. This includes topics related to retirement planning, executive compensation, business owners, legislative changes, and overall best practices.
Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).
Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for IWI and at the University of Wisconsin-Madison. Tim also regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.
Menu
First Course: artisan lettuces, grilled peaches, crumbled goat cheese and balsamico crema
Entree: Grilled Salmon, Roasted corn and quinoa pilaf, Roasted tomato jam and minted summer squash
(Vegetarian Entrée Alternative: Warm Quinoa Bowl, Seasonal Vegetables)
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