The recently signed SECURE Act changes the way beneficiaries will receive money from inherited retirement accounts. During our webinar, we reviewed some of the most significant changes for our clients.
Our events this month were jam-packed with information on the current markets and the SECURE act.
A recording of our SECURE act webinar along with the presentation slides are now available to view.
If you have any questions, please drop us a line at firstname.lastname@example.org
Enjoyed the webinar? From Coffee Club to online Webinars our monthly events calendar is always buzzing with opportunities for you to learn more about finance and the markets. Be sure to check out our events page upcoming events.