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FULL – Coffee & Conversations – Secure Act 2.0 – What you NEED to KNOW!
March 21 @ 8:30 am - 10:00 am
As of December 23rd, 2022, Secure Act 2.0 was passed by Congress and signed into law on December 29th, 2022.
With the passing of the Secure Act 2.0 came a lot of different changes impacting retirement and taxes.
Join us for this month’s workshop where we discuss the various changes that came along with the Secure Act 2.0 and how they may (or may not!) change your Estate Plans.
*Bagels & Coffee will be provided