03 March
Lunch & Learn - Zoom - March

Description

Retirement Rule Changes You Need to Know

  • Required minimum distributions extended again

  • Catch-up contribution increases

  • New rules for pre-retiree's

  • What are all the ways you can allocate funds post retirement


If you have family and friends that could find this topic helpful, be helpful and invite them to be your guest.

Looking forward to having you join us on Zoom!

The RSVP process is required to maintain compliance guidelines, so if you plan on attending, please RSVP.

Date and Time

Fri, Mar 03, 2023

12:00p - 1:00p MST

Location

Zoom

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