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.