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February 17, 2020 | Posted in:

The SECURE Act – Alloy Academy Cherry Hill

Details
Date:

March 5

Time:

12:00 pm - 01:00 pm

Event Category:

Academy

Click to Register: https://www.eventbrite.com/e/the-secure-act-alloy-academy-cherry-hill-registration-91913595037
Organizer

Alloy Silverstein

Website: https://www.eventbrite.com/o/alloy-silverstein-25414427341
Venue

Alloy Silverstein

900 N. Kings Highway Suite 100, Cherry Hill, New Jersey 08034

Cherry Hill, New Jersey, US, 08034

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.




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Securities offered through Avantax Investment Services SM, Member FINRASIPC.
Investment advisory services offered through Avantax Advisory Services SM.
Insurance services offered through an Avantax affiliated insurance agency.







  • Ronald V. Donato, Jr., CFP®, MBA

    Ronald V. Donato, Jr., CFP®, MBA


    Alloy Silverstein Director of Financial Services




Author:

Empowering business owners and individuals in South Jersey and Philadelphia to feel confident through proactive accounting and advisory solutions.

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JB Financial Associates is now Alloy Silverstein.
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