Broker Check
28 June
WEBINAR - SECURE ACT 2.0: Rethinking Retirement Investments & Estate Planning for 2023 and Beyond


Congress recently passed a new bill called the SECURE Act 2.0.

Please join us for this webinar to learn how this bill will affect your investments and overall retirement plan.

We will cover:

  • New Distribution Rates
  • New Accumulation Rules
  • Revised Roth Rules
  • Qualified Charitable Distribution
  • Inheritance and Tax Planning
  • And More!

Date and Time

Wed, Jun 28, 2023

2:00p - 2:30p EST


Zoom Webinar


Zoom meeting link will be sent after registration.


Event Registration

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