Digital Security 2.0 with Fidelity

OCTOBER 26, 2021 | 12:00 – 1:00 PM
Virtual Event via Zoom


Gary Rossi from Fidelity’s Global Security Group is back to share more insights and practical guidance on how you can better control and protect yourself from Cyber Fraudsters and additional personal security areas, such as Residential Safety and Security, Vetting People with Access, Travel Security and Elder Abuse

Information security is more important now than ever before. Often in our busy lives, safeguarding ourselves against identity theft gets overlooked, or we falsely feel safer and more secure than we actually are.

Gary Rossi, a leader in Fidelity’s Global Security Group will share how to make sense of it all, and more importantly, what can be done about it. Please join us for an interactive discussion focusing on a broad range of personal security topics and practical guidance. We will re-cap our discussion on Cyber Fraud/Digital Footprint and then provide insights in the following additional personal security areas: Residential Safety and Security, Vetting People with Access, Travel Security and Elder Abuse.

Gary brings with him over 30 years of experience as a private sector and Law Enforcement security professional. He spent over 14 years in Federal law enforcement as a Special Agent with the FBI.  Gary functioned as the Chief of the FBI’s Undercover & Sensitive Operations group and has extensive experience in financial and cyber fraud matters.  His last 17 years have been spent in Fidelity’s Global Security Group and he now leads our Securities Services group which focuses exclusively on Educating our clients on security threats and what can be done about them.
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7 Best Strategies: Year-End Retirement Tax Planning with Ed Slott & Company

NOVEMBER 4, 2021 | 8:00 – 10:00 AM
Virtual Event via Zoom

2 Continuing Education Credit Hours via Zoom


Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will take a deep dive into the seven best strategies to help you and your clients reap significant savings from tax planning moves that may not be available after December 31.

These strategies include ways to leverage historically low tax rates, implications from the CARES Act and SECURE Act-related rule changes,  opportunities to leverage Net Unrealized Appreciation (“NUA”), and other advanced planning strategies.



The final months of the year present a critical planning window for your clients – and yourself! Not only are deadlines looming, but some of the best tax planning options may disappear after December 31. Now is the time to identify clients, prospects, and referral sources to help take advantage of these strategies’ closing window, such as:

CARES Act Implications: Recent rule changes make year-end planning more important than ever. The CARES Act temporarily waived required minimum distributions (RMDs) from retirement accounts, but they are back for 2021 and the deadline for withdrawal is rapidly approaching.

SECURE Act Implications: Additionally, the SECURE Act has eliminated the stretch IRA for many beneficiaries and clients. This is in effect now, and clients need immediate estate planning solutions.

NET UNREAILIZED APPRECIATEION: Early retirements due to the pandemic and rising markets have created the perfect storm for using the net unrealized appreciation (“NUA”) strategy this year to minimize taxation on certain plan distributions.

This 2-Hour Virtual Program includes:
  • Understanding how RMDs are calculated
  • How to take advantage of historically low tax rates by doing Roth conversions this year
  • Common misconceptions about the pro-rata formula for IRA distributions
  • Avoiding mistakes when using the NUA strategy
  • How to use a Qualified Charitable Distribution (“QCD”) for more tax efficient charitable giving
  • Using the Mega QCD strategy to boost charitable deductions
  • Estate planning for retirement accounts – After the SECURE Act
  • 2021 Year-end planning—Advisor action items


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Digital Security Tips & Tricks with Fidelity

JUNE 16, 2021 | 12:00 – 1:00 PM | Virtual Event via Zoom



Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.
Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0
*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)
Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.

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