SECURE Act 2.0 and Other 2024 Planning Tips

Thursday, December 14th - Noon EST

Many SECURE Act 2.0 provisions will be effective in 2024 and we’ll be ready to share insights on how to maximize your opportunities.

Join Dan Galli, CFP®, and Karen Van Voorhis, CFP® as they share the latest financial planning opportunities based on new regulations.

Register Now

Not sure of your schedule or think you might have to miss a webinar on a topic you’re interested in?

Register anyway, and we’ll send you a reminder close to the date and a link to the recording afterwards!