LUNCH & LEARN:
Strategic Retirement Planning
The SECURE and SECURE 2.0 ACT
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.