Loading Events

« All Events

  • This event has passed.

SECURE Act Presentation for Advisors – DTC Office

February 18, 2020 @ 11:30 am - 12:30 pm

PLEASE JOIN US FOR A DETAILED “NUTS AND BOLTS” DISCUSSION ON THE SECURE ACT AND WHAT IT MEANS FOR YOU AND YOUR CLIENTS.

Major Tax Law Change – Secure Act

The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020.

Because this is important and affects so many individuals immediately, we are providing a

series of free Secure Act presentations at both of our offices.

*Lunch will be provided

Details

Date:
February 18, 2020
Time:
11:30 am - 12:30 pm

Venue

Registrations are closed for this event