The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law at the end of 2022, bringing many current and future enhancements to qualified retirement plans. This webinar will discuss the changes in the law, how these changes affect current qualified plans, and what to expect in the coming years.

Key Takeaways:

Learn about how the changes will impact existing qualified plans
Gain an understanding of what to anticipate in the coming years regarding retirement planning
Discover strategies to optimize current qualified retirement plans based on the new law, exploring potential benefits, and ensuring compliance with the updated regulations.

This workshop will be presented by Anthony N. Corrao, President of Wealth Management at Manhattan Ridge Advisors & Christopher Braccia, Chief Investment Officer of Wealth Management at Manhattan Ridge Advisors.

Key Area(s) of Excellence: Financial Management, Human Resources

Not sure if your organization is a member? Check out our member directory. If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Please Note: This meeting is open to staff and board members of current Nonprofit New York member organizations and non-member organizations. Organizations may send more than one individual to participate, HOWEVER if the event sells out registration may be limited to ONE person per organization due to space constraints.

If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Refund policy: Registrants who cancel their registration on or before 1 week will receive a full refund. Those who cancel on or before DAY PRIOR will receive a 50% refund. No refund will be made for cancellations made on or after DAY OF. All cancellations must be submitted in writing.

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Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. Please also be advised that the event will be recorded by Nonprofit New York. By enrolling for this event, you hereby: (1) give consent for Nonprofit New York or any third parties to use your photograph or image in its print, online and video publications; (2) release Nonprofit New York, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Programs Manager, Darby Masland, dmasland@nonprofitnewyork.org.

The Secure Act 2.0- Learn Today about Tomorrow's Changes