We are hosting an in-person event in concert with Fidelity & special guest speaker Eric Milano of T. Rowe Price.
The SECURE Act 2.0 is a complex piece of legislation that makes significant changes to retirement savings rules. This informational event will provide you with a comprehensive overview of the new law, including all the provision updates for 2023 and beyond. Our team of experts will break down the SECURE Act 2.0 in a clear and easy-to-understand way, and answer all your questions. You’ll learn about:
Lunch will be provided during the presentation. Please RSVP as space is limited for this event.
The presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. These views should not be construed as investment advice. Neither the named representative, nor the named Ledge Wealth or Registered Investment Professional, gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial professional for further information.