The LEARNING library

Classes & Seminars

These classes teach you to assess your financial situation and develop a personalized plan to help achieve and maintain your retirement goals.


The New SECURE Act: Changes & New Retirement Strategies


The New SECURE Act:
Changes & New Retirement Strategies

Did you know the New SECURE Act was signed into law at the end of 2019. The Stretch IRA has been eliminated. Trust IRAs are not exempt — including Roth IRAs. This new legislation may affect your assets and your beneficiaries.

Join us for a class to stay ahead of the changes and learn new retirement strategies.

There is no cost for this class, but please R.S.V.P. Seating is limited. Refreshments and light snacks provided.

Wednesday, February 19, 6:00 PM

Cambria Hotel & Suites
255 Munson Avenue
Traverse City, MI 49684

Please R.S.V.P. by calling Meg at (231) 947-3992 or by clicking below

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This material has been prepared for informational purposes and is not intended as tax or accounting advice. Please consult tax or accounting professionals for specific information regarding your individual situation.