Note: Our Cherry Hill workshop has sold out. We have seats available in Hammonton on Wednesday, March 4th. Click here to register.

The SECURE ACT: How does it change your retirement?

Alloy Silverstein breaks down the new law updates and planning opportunities at our next lunch workshop.

The biggest retirement planning changes in more than 10 years are here. Whether you are a saver, investor, business owner, or are nearing retirement, learn the new changes and the potential impact on your financial planning strategy.

Director of Financial Services Ronald Donato Jr. CFP®, MBA will discuss:

At what age are you required to take money from your retirement accounts?
What happens if I inherit a retirement account?
Do I get a tax break to start a retirement plan at my company?
and many more unanswered questions regarding the SECURE ACT.

Seating is limited. Complimentary lunch from Foodwerx will be provided. Please plan to arrive 10 minutes early to get situated. Parking is available on-site. For questions or concerns, contact us at events@alloysilverstein.com.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory Services SM.
Insurance services offered through an Avantax affiliated insurance agency.

Ronald V. Donato, Jr., CFP®, MBA
Alloy Silverstein Director of Financial Services

The SECURE ACT: How does it change your retirement?

Alloy Silverstein breaks down the new law updates and planning opportunities at our next lunch workshop.

Ronald V. Donato, Jr., CFP®, MBA

Registrations are closed

The SECURE Act - Alloy Academy Cherry Hill