Jan 31 Webinar: SECURE Act 2.0 — What made it through?

Jan 31 Webinar: SECURE Act 2.0 — What made it through?

January 10, 2023

REDW Wealth Management

Attend January 31, 2023 – 5:30 pm MT.

It’s official, the SECURE Act 2.0 is here.

At long last, the SECURE Act 2.0 has been passed. The legislation, an upgrade from the SECURE Act of 2019 and designed to help Americans with their retirement planning, was passed by Congress on December 23, 2022, with the President signing it into law just before the New Year holiday. What do IRA owners and retirement plan participants need to know now? Join the REDW Wealth Management team as we navigate the new SECURE Act 2.0.

The Wealth Management experts at REDW will walk you through key legislation highlights and their impact on retirement and planning.

Date:Tuesday, January 31
Time:5:30 pm – 6:30 pm MT
Cost:Complimentary

Our webinar agenda

  • SECURE Act 2.0 Highlights
  • Expanding Coverage and Increasing Retirement Savings
  • Preservation of Income
  • Simplification and Clarification of Retirement Plan Rules
  • Revenue Provisions

Presenters

Robert Elzholz

Robert Elzholz, CFP®, AIF®, CRPC®, AAMS®, Wealth Management Principal

Christine Papelian

Christine Papelian, CFP®, CWS®, CDFA®, Financial Planning Senior Manager

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