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.

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.