New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With this new legislation on the horizon, CBM has scheduled a one-hour presentation to address some of the more meaningful changes within the new legislation, which is commonly known as “Son of SECURE”.
On Thursday, September 2, join CBM’s Wealth Management and Financial Planning Services Director Judy Barnhard and Partner, Financial Analyst and Portfolio Advisor Alex Seleznev for a one-hour overview of Son of SECURE. Bringing their expertise to bear on the new legislation, they will share their thoughts on how it could affect your retirement.
They will also share their insights on possible tax changes that could come into effect in 2022.
This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.
Please consider submitting your questions to the presenters during the registration process.