Broker Check
18 April
"The New Retirement Rules: Understanding SECURE Act 2.0" Webinar


We’ll dig into the highlights of what is called The SECURE Act—parts 1.0 and 2.0. The impact is far-reaching, from the Silent Generation and Boomers who are thinking about estate plans, to Boomers and Gen X’ers focused on retirement, to Millennials and Gen Z’ers who will be the recipients of a great wealth transfer in the coming decades.

As we all know well, taxes are complicated and impact your savings, investments, and retirement plans. Generally, the new rules are very “savings” friendly, however they require that everyone reevaluate their financial plans in order to capture the opportunities they present. In addition, the government sees businesses as the conduit to help expand and promote retirement savings by their employees.

We want to make sure you understand how the changes will impact you, your family, and if relevant, your business.


Date and Time

Thu, Apr 18, 2024

11:00a - 12:00p EST


Online Webinar


Event Registration