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Sorting Out the Secure 2.0 Act with Slott

February 16, 2023

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Today, Ed Slott, CPA, joins us as we discuss the new SECURE 2.0 Act as well as Ed’s own personal strategies for retirement. Ed is a nationally recognized IRA distribution expert, professional speaker, TV personality and best-selling author. His most recent books include Retirement Decisions Guide: 2023 Edition and The New Retirement Savings Time Bomb. Ed brings a tremendous amount of personal experience and professional expertise to the spectrum of retirement planning, and this same background will be shared with us in this pre-recorded program. As we discussed just after the recording, we were still amazed at the energy, knowledge and enthusiasm Ed shared with us. We are excited to have you share in this, as we talk about many subjects, including Roths, and new rules and regulations. We hope this motivates you to continue your own beneficial journey of knowledge and practical assistance. As always, tune in and take control!

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1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

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