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 proposed New SECURE Act passed in the U.S. House of Representatives 417-3. The Stretch IRA could be eliminated. Trust IRAs would not be 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. Refreshments and light snacks provided.

Thursday, August 29, 6:00 PM – 8:00 PM FULL
Tuesday, September 24, 6:00 PM – 8:00 PM

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

Please RSVP by calling Meg at (231) 947-3992 or by clicking below

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