New Tax Laws can often be confusing & raise a lot of questions.

The SECURE Act, which was signed into law on 12/20/19, has material changes that are effecting how we manage and approach our retirement planning.

This workshop will be useful to anyone who contributes or has an IRA.  

Also, this workshop will be a major benefit for small business owners to hear about some particular benefits that are available under this new law.

  Please join us to learn how these new tax laws will effect your Social Security & Retirement.


*if this workshop does not meet your current financial needs, maybe you know someone who could benefit from meeting with a Financial Professional?  Please feel free to pass this invitation along!

We look forward to hearing from you!

*Dinner will be served *FREE Seminar
Questions?
Call Nicole: 201.505.0500

Kindly RSVP by Wednesday, March 18th.

When registering for the event, please indicate how many in your party will be attending in the message section.  Thank you!