You’re Invited to an Exclusive Webinar

Join us in attending this webinar with ERISA Attorney, Kelsey Mayo. The SECURE Act 2.0 was signed into law on December 29, 2022. The bipartisan supported legislation includes numerous retirement plan related provisions that could apply to your retirement plan over the next few years.

Examples include:

  • New Distribution options available for natural disaster, terminal illness, personal emergency, and domestic abuse victims.
  • Option to allow employees to elect to treat employer match contributions as Roth contributions.
  • Increased Required Minimum Distribution age to 73 and eventually to age 75.
  • Student loan repayment retirement plan matching options
  • Much more!

You can submit specific questions in advance by using the “Questions of Comments” section in the registration form below.

Kelsey Mayo and Proyner Spruhill, LLC are not affiliated with Colton Groome Financial or Valmark Securities, Inc.

SECURE Act 2.0

DATE: Thursday, February 2nd at 10 A.M. EST

F.A.Q. with ERISA Attorney
Kelsey Mayo

SECURE Act 2.0 Webinar

Presented By:

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SECURE Act 2.0 Webinar Registration Form

After registration, we will send you full information on when and how to access the webinar via Zoom. If you have any specific questions that you would like us to have in advance of of the event, make sure to fill them in using the “Questions and Comments” section below.

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Colton Groome Financial
​1127-B Hendersonville Rd.
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Fax - (828) 254-5895

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