Unlocking the Benefits of SECURE Act 2.0: Join Our Upcoming Seminar
As retirement planning evolves, staying informed about the latest legislative changes is crucial. The SECURE Act 2.0, a significant law passed in 2022, offers new opportunities to enhance your retirement savings. We are excited to invite you to a comprehensive seminar led by Les Szarka, CFP®, ChFC®, and CEO of Szarka Financial, where you’ll learn how these changes can benefit you.
Event Details:
Date: Monday, June 10
Time: 7:00pm – 8:00pm
Location: Westlake Porter Public Library, Porter Room
Sponsored by: AAII Cleveland Chapter
Why You Should Attend
The SECURE Act 2.0 introduces several key provisions designed to help Americans save more effectively for retirement. Whether you’re just starting to build your retirement nest egg or looking to maximize what you’ve already saved, this seminar will provide valuable insights tailored to your needs.
Key Topics Covered:
- Automatic Enrollment in 401(k) Plans: Learn how new automatic enrollment rules can help you save effortlessly.
- Employer-Matched Student Loan Payments: Discover how your student loan repayments can now contribute to your retirement savings.
- Flexible Retirement Fund Options: Explore the expanded choices for your retirement accounts, including new Roth options.
- Emergency Savings Accounts: Understand the benefits of the new emergency savings accounts and how they can protect your retirement funds.
- Hardship Withdrawals: Get to know the expanded reasons for penalty-free withdrawals, ensuring you can access your funds when needed.
- Charitable Contributions from IRAs: Learn about the improved ways to give to charity directly from your IRA.
- 529 Plan to Roth IRA Conversions: Find out how you can convert unused 529 college savings funds into a Roth IRA.
About the Speaker
Les Szarka, CFP®, ChFC®, is the Chief Executive Officer of Szarka Financial and a seasoned financial expert with years of experience helping individuals and families achieve their financial goals. Les will break down the complexities of the SECURE Act 2.0 into easy-to-understand language, ensuring you leave with actionable strategies to boost your retirement savings.
Who Should Attend?
This seminar is perfect for:
- Young professionals starting their retirement savings journey.
- Mid-career individuals looking to enhance their current retirement strategies.
- Retirees seeking to optimize their savings and understand new withdrawal options.
- Anyone interested in learning about the latest retirement saving opportunities.
How to Register
Don’t miss this opportunity to gain crucial knowledge about the SECURE Act 2.0 and how it can benefit your retirement planning. Click the link below to register and secure your spot at the seminar.
REGISTER TODAY FOR THIS FREE EVENT!
Final Thoughts
Navigating the changes in retirement laws can be challenging, but with the right guidance, you can make the most of these new opportunities. Join us on June 10th for an informative and empowering session that will help you take control of your retirement future.
Stay tuned for more updates and financial tips by following our blog. We look forward to seeing you at the seminar!