Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

13 April
The New Retirement Rules: Understanding SECURE Act 2.0


We are delighted to extend an invitation to an exclusive seminar designed to empower you with comprehensive insights into the recent changes brought forth by the SECURE Act and how they can optimize your retirement strategy.
Key Takeaways:
  1. Extended Saving Time: Discover how the SECURE Act grants you more time to build a robust retirement fund, ensuring greater financial security in your golden years.
  2. Diversified Saving Options: Learn about the expanded avenues for retirement savings provided by the SECURE Act, enabling you to tailor your approach to suit your unique financial goals.
  3. Innovative Use of Funds: Explore the new possibilities for utilizing your retirement savings effectively, potentially unlocking avenues for enhanced financial growth and stability.
  4. Inherited IRA Changes: Gain insights into the implications of the SECURE Act on inherited IRAs, including the limitation on tax deferral to a maximum of 10 years for beneficiaries.
Seize this opportunity to stay ahead in your retirement planning journey and ensure a prosperous financial future for yourself and your loved ones. Refreshments will be provided and limited seats available, RSVP to save your seat today!

Date and Time

Sat, Apr 13, 2024

11:00a - 12:00p EST


Princess Anne Area Library

1444 Nimmo Pkwy
Virginia Beach, VA 23456
View on Map

Event Registration

Thank you!

Error processing your request. Please try again at a later time.