Home Blog SECURE Act 2.0: Changes & Impact

Category:

Webinars

Webinar Date

February 7, 2023

Panelists

Cody Martin, Dan Rush

Description

In this webinar, we explain the SECURE Act 2.0, the changes and impacts to employers, employees and individuals. Topics will include:

  • SECURE 2.0 Act: Overview
  • Changes effective Jan. 1, 2023
  • Changes effective January 1, 2024, and beyond
  • Impact on employers, employees and individuals
  • Q & A

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. Form CRS Link

DISCLAIMER:

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.

HYPOTHETICAL DISCLOSURE:

The examples given are hypothetical and for illustrative purposes only.