Financial Planning Implications of the Secure Act 2.0

Date: Tuesday, April 11, 2023
Time: 7:30am - 9:30am
Location: Atlantis
Speaker: Jim Marren, CFP, Jenny Chappell, CFP, and Tayler Kottinger

Join us for a breakfast meeting at the Atlantis where Jim Marren, Jenny Chappell and Tayler Kottinger will speak on financial planning implications of the Secure Act 2.0. 

This recently passed legislation and has over 90 different changes to retirement plans in an attempt to improve the country’s retirement system. 

Breakfast will be served at 7:45 and the presentation will start no later than 8:15.

Related Document(s):

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