SECURE Act 2.0: What you Need to Know Now

The recently passed SECURE Act 2.0 includes a number of changes intended to bolster retirement security, whether you are just starting to save or have already begun your hard-earned retirement. Join our Perspectives webinar on February 15 when our team will focus on some of the key provisions of the Act, when they go into effect, and how they may impact your retirement plan.

The discussion will be followed by an audience question-and-answer session. We welcome you to share this invitation with family members, colleagues and friends who would enjoy hearing from our wealth professionals. 

Date

Wednesday, February 15, 2023

Time

9:00 AM to 10:00 AM (PT)

Registration

Yes, I will join.
No, I will not join.

 

If you have any questions, we're here to help. 

Please contact your relationship manager or visit The Private Bank if you would like additional guidance or information. 

 

Moderated by: 

Hosted by: Sterling Sankey, Head of Wealth Management, Union Bank

Sterling Sankey
Head of Wealth Management
Union Bank

Featured Speakers:

Featured Speaker: Mark Jordahl President U.S. Bank Wealth Management

Charity Falls
Head of Wealth Planning
The Private Bank at Union Bank

Eric Freedman Chief Investment Officer U.S. Bank Wealth Management

John Campbell
Regional Director of Wealth Planning
U.S. Bank Private Wealth Management

 

If you are not already subscribed to receive our Perspectives wealth management articles, you can subscribe by visiting unionbank.com/Perspectives and entering your email address. 

Trouble registering? If you have trouble registering for this event, please email Events at Union Bank.