Congress just passed the SECURE Act which made a number of significant changes to retirement accounts. These changes could impact you current estate and financial planning. Join our webinar to learn more about the Act, its impact on you, and how you can manage the impact of the changes. There are lots of planning options available. Join us to learn more.

Unable to join us, schedule a free review appointment with our office to go over how the changes impact you and how you can make changes that will save you money.

Would you rather join us in person? Another presentation will be scheduled when group gatherings are allowed..