WEBINAR – SECURE Act 2.0
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.
- 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 Webinar Registration Form
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
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