The SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention.
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.