Broker Check
23 Feb
The SECURE Act 2.0 and What You Need to Know


Please join us for an informative webinar on The SECURE Act 2.0. The SECURE Act 2.0 is the biggest
retirement-related legislation in over a decade. New savings and tax planning opportunities demand
everyone’s attention. If you can't attend one of the live webinars, please RSVP and we will send you the recorded version. 

At this workshop you will learn...
• Why your 401(k) plans will look different in the future.
• New age requirements for taking distributions from your retirement accounts.
• “The Death of the Stretch IRA” and what it means for your family.
• How 529 plan funds can jumpstart retirement savings.
• One way young professionals can save for retirement and pay student loan debt.
• The importance of planning and managing your taxes.
• How small businesses can benefit from starting a retirement plan.

Date and Time

Thu, Feb 23, 2023

12:00p - 1:00p MST




Event Registration