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Lunch & Learn: Strategic Retirement Planning  The SECURE and SECURE 2.0 ACT Thumbnail

Lunch & Learn: Strategic Retirement Planning The SECURE and SECURE 2.0 ACT


Strategic Retirement Planning 


June 15th 12:15 to 12:45 PM (CDT)


Is your retirement secure? 

The SECURE Act of 2019 introduced meaningful changes to rules around retirement accounts, some with significant ramifications for tax and estate planning. The SECURE 2.0 Act of 2022 brought even more changes.

This complimentary webinar will help you understand some key opportunities available under the recent legislation —along with some notable limitations —to help them make the right planning decisions for retirement and beyond.


Opinions expressed are those of the speakers only and are subject to change with market conditions and are not meant as investment or financial planning advice. Information has been obtained from sources believed to be reliable and subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment, tax strategy or other financial action based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Herr Capital Management, LLC, a registered investment advisor independent of American Portfolios Financial Services Inc