Planning for Retirement is More Complicated due to the SECURE Act of 2019

Free Seminar Overview

Are you making the right moves with your retirement or are you building a savings account for Uncle Sam?  The answer lies in educating yourself on the new tax rules, which is why you should attend this seminar!

Some of the Topics Covered in the Seminar

  1. Review changes to personal income tax under the Tax Cuts and Jobs Act of 2017
  2. Understand The SECURE Act of 2019
  3. Identify tools and strategies available to middle income retirees
  4. Avoid the political and stick to the actionable

Register For The Seminar

Seminar Key Note Speakers

Craig Bane
Sr. Managing Partner, RFC®
Read More about Craig

Patrick O’Leary
Sr. Managing Partner, RFC®
Read More about Patrick

You may recognize them as the co-hosts of Money Matters Radio Show with John Hines on WCCO, and the co-hosts of America’s Wealth Management Show on KTLK where they have provided advice on investments, tax planning, and retirement.

What You Should Know About Us

  • Bane O’Leary LLC. is a wealth management firm that provides high level retirement and forward looking tax planning strategies.
  • The advisors of Bane O’Leary LLC are fiduciaries.
  • We are Members of Ed Slott’s Elite IRA Advisor Group. Recognized by the Wall Street Journal, Ed Slott is considered the leading expert on IRAs and things related to retirement and tax planning.
  • The advisors of Bane O’Leary LLC. have more than 60 years of combined industry experience; both as wealth managers and financial advisors.
  • We specialize in working with pre-retirees and retirees looking to ensure a safe and secure retirement.

Seminar Date and Time

Date: Tuesday, March 24th (POSTPONED)

Time: 6:30PM – 7:30PM

Seminar Location

  • Bane O’Leary Twin Cities Office Located at 8000 Norman Center Drive, Suite 230, Bloomington, MN 55347
  • We’re just South of 494 and Highway 100 near Kincaid’s Restaurant
  • You can always call us to Register at 952-236-4231 or Email us at

As Fiduciaries

Bane O’Leary LLC., is a fiduciary and affirms the fiduciary standard under the Advisors Act of 1940. We ensure that your investments are made in your best interest not only because it is law, but because it is simply the right thing to do.

Let Us Know You’re Coming

Want to Start Planning Right Away?

We will be happy to schedule one-on-one time with you to begin customizing a plan tailor-made for you and your personal financial goals.

Book a Complimentary Assessment