Cancelled Planning for retirement is complex and then they change the rules!
Registration Status:
Closed
Event Date:
Event Time:
10:00 am
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11:00 am
Once again many rules governing retirement plans and more just changed as of January 1, 2020. On December 20, 2019 the SECURE Act was signed into law effective January 1, 2020.
Want to learn more about how this may impact you without having to sign up for a dinner with a financial advisor? Want to learn what questions to ask your financial advisor? The discussion will be lead by Shadow Wood resident and finance professor, Randy Kemnitz, Ph.D. He teaches personal financial planning to financial advisors. This session is intended to educate, not to add names to a prospect list.
Join us for an informative presentation in an open sales-free environment.
Wednesday, March 18th
10:00 am to 11:00 am
Complimentary (reservations required)
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