The 2020
Secure Act

and how it may impact you.

In December of 2019, The SECURE Act was signed in to law. Among its provisions are some sweeping changes to the way retirement accounts are handled upon the death of the account owner.

This presentation will explain in understandable terms the provisions of The SECURE Act, and how its passage may impact your retirement planning. Learn strategies to maximize your retirement savings and reduce taxes paid by your beneficiaries. Questions about RMD’s?

This is the workshop to attend.

Envision

This course will address the Following Topics

  • CDC and Social distancing guidelines are in place.
    Attendance is limited.
  • New withdrawal requirements that could affect your plans to pass on your IRA to your children or grandchildren?
  • What are the changes in age provisions for Required Minimum Distributions (RMDs)?
  • Learn updates on age limitations for traditional IRA contributions
  • How to respond to changes initiated by the SECURE Act

Spots are limited 

Reserve yours today

Classes are currently on hold
due to covid-19

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EDUCATE

WORKSHOP COMMITMENT

These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.’ teaching method makes it easy for you to understand, retain and profit from the information covered.

ENABLE