Cona Elder Law

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Navigating Your Financial Future: Secure Act 2.0

May 7 @ 9:00 am - 10:00 am

Join us for an insightful discussion led by Cona Elder Law Senior Partner Melissa Negrin-Wiener, alongside Amanda Gonzalez, AIF® from Heritage Harbor Financial Associates.

Discover the potential impact of the Secure Act 2.0 on your financial planning journey.

Gain valuable insights into changes regarding:
★ Required Minimum Distributions
★ Higher Catch-up Contributions
★ Optimizing 529 Plans
★ Complexities of inheriting an IRA

Whether you’re planning for retirement or managing your family’s financial legacy, this webinar equips you with the knowledge to make informed decisions for a secure financial future.

 

Register Now

Details

Date:
May 7
Time:
9:00 am - 10:00 am
Event Category:
Website:
https://us02web.zoom.us/meeting/register/tZ0lc-qtrTMuGd1d_9fdBTXjnPvhmeDFiQif

Organizer

Cona Elder Law
Phone
631-390-5000
Email
elder@conalaw.com
View Organizer Website

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