The federal SECURE Act was signed into law at the end of 2019. Short for "Setting Every Community Up for Retirement Enhancement,” it implements several significant changes intended to broaden and strengthen retirement security, as well as modify how retirement money is passed between generations.
This two-hour, 2-credit course presented by 4Thought Financial Group CEO Brian Mackey and CFO Martin Levine will address these changes and how they affect clients, no matter how close or far from retirement.
Please join us.
4Thought Financial Group will be presenting an informative, 2 CPE credit-eligible course on "The SECURE Act" on Tuesday, January 28, from noon to 2 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.