- This event has passed.
Navigating Legal Changes and Maximizing Retirement Planning
October 30, 2023 @ 7:00 PM - 8:30 PM
$35
The SECURE Act has changed many aspects of retirement planning, including the rules around Required Minimum Distributions, the use of annuities within retirement plans, estate planning considerations, contribution limits, and updated rules on catch-up contributions.
With this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities.