What Secure Act 2.0 Means for Retirement Plans

Date: Wednesday, May 10, 2023
Time: 12:00pm - 1:30pm
Location: Cascades Manor House
Speaker: Anthony Picerni, CIMA® CRPS® AIF®

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Anthony Picerni Bio:

Anthony Picerni, CIMA® CRPS® AIF®

Anthony Picerni is a Divisional Retirement Plan counselor at Capital Group, home of American Funds. He has 15 years of industry experience and has been with Capital Group for over eight years. Earlier in his career at Capital, he was an Institutional Relationship Specialist covering RIA, Bank Trust, and Family Office in the Northeast and an Internal Wealth Specialist covering the Southeast. Prior to joining Capital, Anthony worked as a securities specialist at UBS. Before that, he was a financial advisor at Ameriprise Financial Services. He holds a bachelor's degree in finance from Fairleigh Dickinson University. He also holds the Certified Investment Management Analyst®, Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. Anthony is based in Plymouth, Michigan.

 

 

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