Two Webinars on Key SECURE 2.0 Updates from REDW Wealth
Recent updates to the SECURE Act 2.0 will start impacting individuals and businesses alike next year, so the time to prepare is NOW. But with more than 100 new provisions made to savings plans, where do you start?
Why, right here! The Retirement Planning professionals at REDW Wealth are offering two separate, complimentary, 30-minute webinars focused on what the changes may mean for the unique situations of both Individuals and Businesses—and how to make the most of them.
Both sessions are being presented by Christine Papelian, Senior Financial Planning Manager, and Robert Elzholz, Wealth Management Principal. Both will also be recorded and made available on demand.
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Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of the firm’s investment services depends on a variety of factors, including but not limited to the overall level of client assets and contribution and withdrawal rates, timing and manner of implementation, and market conditions. Low cost investments reflect the firm’s fiduciary requirement to seek best execution in client securities transactions but does not guarantee that the lowest overall cost (including transaction fees and commissions and pooled vehicle expense ratios) will be attained in all instances. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.
