Lunch & Learn - Secure 2.0
Date and Time
Thursday Dec 14, 2023
11:30 AM - 1:00 PM MST
Location
STEDY Boardroom
899 E Plaza Circle, Suite 1, Yuma
Fees/Admission
$20.00 for Chamber members
$25.00 for nonmembers
Description
The SECURE Act 2.0 has passed, making it the most significant piece of retirement legislation since the original SECURE Act was passed in 2019. With roughly 100 provisions – mostly around retirement plans –getting our arms around the key changes and assessing the implications can be confusing. This Lunch and Learn will discuss the numerous benefits including more time to save, more ways to save, and more ways to use those funds.
Many thanks to Wendy Steward - Edward Jones and Frost, PLLC, CPA for sponsoring the lunch and program.
