Financial Health Seminar: New Retirement Rules

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Event Details

The New Retirement Rules: Understanding SECURE Act 2.0

The SECURE Act introduces roughly 100 new retirement rules for individuals and businesses with various effective dates. Good planning requires a comprehensive review of the new rules and a strategy for investors to succeed in a shifting tax landscape.

Certified Financial Planner™ Tom Belding will explain how this legislation affects individuals and businesses and how you can plan in order to leverage the new rules so you can maximize your retirement.

This event will be held in person at the library.  If you cannot attend, you can join by Zoom.  Registration is required to receive a Zoom link and recommended for those who will attend in person.