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SECURE Act Presentation for Advisors – DTC Office
February 18 @ 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