23
July
Secure Act 2.0: What Does It Mean To You And Your Clients?
Description
Please Join Us On July 23, 2024 At 5 PM To Discuss The Following Changes Resulting From Secure Act 2.0
- Increased Tax Credits
- New Tax Credits
- Mandatory Auto-Enrollment
- Starter 401(K) Plans
- Simple IRA to 401(K) – Mid Year Switch
- Emergency Savings Accounts
And So Much More!
Presented By:
Elise Feldman, CPC, AIF
Regional Vice President
EGPS, Inc
Robyn McNair
Regional Vice President
EGPS, Inc
Joseph Franciscone
President
Apollo Financial Advisors
Thomas J. Cannizzo Jr. CPFA, NQPC
Executive Vice President
Apollo Financial Advisors
Elise Feldman and Robyn McNair of EGPS, Inc are not affiliated with or endorsed by LPL Financial and Apollo Financial Advisors.
Date and Time
Tue, Jul 23, 2024
5:00p - 6:00p EST