The SECURE Act is changing. Are you prepared?
Time & Location
About the Event
The financial environment and the new SECURE Act are changing the retirement landscape, are you prepared for the consequences?
The Stretch IRA and other provisions have been eliminated with the SECURE Act, join us to learn more about the radical changes this new law brings.
- Our proven investment philosophy
- How our investment process works
- Where to find income in a low interest rate environment
- How will the elimination of the Stretch IRA effect you?
- Small Business Tax Credits
- Automatic Enrollment Tax Credit
- There are new “Lifetime Income” Options within 401(k)’s – but are they RIGHT for you?
- Pooling Retirement Plans Options
- Changes to Required Minimum Distribution Age
- How will the new Traditional IRA Contribution laws effect you?