The SECURE Act: Rethink Your Retirement and Estate Plan  

Presented Exclusively to The Shell Alumni Association of Greater Houston

February 25, 2021  I  1:00 PM - 2:00 PM CST

Without proper planning, inherited IRAs may be taxed away. Have you adjusted your retirement distribution plan?



Deborah Stavis, CFP®
Co-Founder and CEO
Stavis & Cohen Financial

With over 30 years experience,  Deborah is a pioneer in the advisory services industry. She has taught investment, retirement and estate planning at the Rice University Susanne M. Glasscock School of Continuing Studies since 1984. She has been featured in numerous publications including Wall Street Journal and Bloomberg.



Lay Huang, CFP®, EA
Lead Advisor
Stavis & Cohen Financial

Lay has nearly a decade of experience in the advisory services industry, and a bachelor’s degree in accounting. He is passionate about helping families make sound financial and tax choices. Lay’s experience includes income and estate tax strategies, as well as planning opportunities in The SECURE Act.


Stavis & Cohen Financial is a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high tech and high touch planning to help multi-generational families manage the complexities of their wealth.