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

Spots are limited 

Reserve yours today

Classes are currently on hold
due to covid-19

No event found!

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

Estate Conservation

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time
and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals. 

Join us at the Harkins Theatres Norterra 14 for an informational workshop on June 15 from 6:00 PM – 8:00 PM or June 23 from 6:00 PM – 8:00 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Attend this seminar and learn about:

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Decision 2020

Space is limited | Social Distancing Guidelines in Place | Masks are required

WILL THE 2020 ELECTION CAUSE YOU TO CHANGE YOUR RETIREMENT STRATEGY?

With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.

If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.

This free informational workshop will help you:

Workshop Schedule

Hilton Garden Inn, North Phoenix

Saturday, October 24

9:30am -11:30am

-or-

Wednesday, October 28

6:00pm -8:00pm

For more information, or to register,
call (833)917-1856 or visit www.yoursvp.com
and enter code: LUJWES