Join us for an informative webinar as we provide insights you may need to know about the recently passed SECURE 2.0 Act.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Identify how key provisions of the SECURE 2.0 Act may impact individuals.
  • Describe how the SECURE 2.0 Act will affect business owners and employees with employer-sponsored retirement plans.

CPE Information

Archive // Not CPE eligible

FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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