The SECURE Act – Alloy Academy Cherry Hill

The SECURE ACT: How does it change your retirement?

Alloy Silverstein breaks down the new law updates and planning opportunities at our next lunch workshop.

The biggest retirement planning changes in more than 10 years are here. Whether you are a saver, investor, business owner, or are nearing retirement, learn the new changes and the potential impact on your financial planning strategy.

Director of Financial Services Ronald Donato Jr. CFP®, MBA will discuss:

• At what age are you required to take money from your retirement accounts?


• What happens if I inherit a retirement account?


• Do I get a tax break to start a retirement plan at my company?


• and many more unanswered questions regarding the SECURE ACT.

Register now to gain a clearer understanding of The SECURE Act this tax season. Seating is limited.

Seating is limited. Complimentary lunch from Foodwerx will be provided. Please plan to arrive 10 minutes early to get situated. Parking is available on-site. For questions or concerns, contact us at events@alloysilverstein.com.