What is the SECURE Act? 

Setting Every Community Up for Retirement Enhancement 

Passed in late 2019, the SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there are also areas of consideration for those with significant assets in traditional IRAs and retirement plans. 

Ready to learn more? 

WEBINAR
Opportunities and Challenges

In this 50 minute session we cover key opportunities,
challenges and proactive next steps to consider. 


POWERPOINT
Opportunities and Challenges

Download a copy of our overview to
get an in depth look at the changes taking
place and how you can prepare now. 

 

ARTICLE 
Key Provisions

Many of the SECURE Act's key provisions 
will have a significant impact on
individuals and businesses. 

 

QUESTIONS? 

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