Description
The SECURE Act 2.0 has reshaped retirement plans, bringing significant changes that impact both business owners and their employees. Are you fully aware of your responsibilities and the potential benefits for your team?
Join us for an engaging fireside chat with Carlos Salmon, Partner and Wealth Manager at Wooster Square Advisors, and Kathleen Riocci, Senior Director of Retirement Solutions at Principal Financial Group. Together, they’ll unpack three critical updates to retirement plan provisions every business owner needs to know.
Don’t miss this opportunity to gain valuable insights and ensure your business is staying ahead in retirement planning.
Date and Time
Wed, Feb 12, 2025
11:00a - 11:30a EST
Location
Zoom Webinar
Note
Securities and advisory services are offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker/Dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Kathleen Riocci is not affiliated or registered with Cetera Advisor Networks. Any information provided by Kathleen Riocci is in no way related to Cetera Advisor Networks or its registered representatives. 470 James Street, New Haven, CT 06513 (203) 408-2269