SECURE Act 2.0: What you Need to Know Now
A recording for SECURE Act 2.0: What You Need to Know Now | Perspectives hosted on Wednesday, February 15, 2023 is now available.
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Webinar Description
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. During our Perspectives webinar on February 15 our team focused on some of the key provisions of the Act, when they go into effect, and how they may impact your retirement plan.
For a closer look at the ways your retirement savings may be affected, be sure to view: Secure Act 2.0: How new legislation could change the way you could change the way you save for retirement. Read now.
Moderated by:
Sterling Sankey
Head of Wealth Management
Union Bank
Featured Speakers:
Charity Falls
Head of Wealth Planning
The Private Bank at Union Bank
John Campbell
Regional Director of Wealth Planning
U.S. Bank Private Wealth Management
Learn more about Investments from The Private Bank.
Be sure to mark your calendar for March 8 for a live webinar from U.S. Bank Wealth Management, titled Strategies to Protect What You've Worked Hard to Earn. If you are not already receiving our invitations and wealth management articles, you can sign up by visiting unionbank.com/perspectives and clicking "Subscribe to Perspectives".
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