The Secure Act 2.0 introduces significant updates that impact retirement planning for those approaching or already in retirement. In this seminar, we will explore the critical changes to Required Minimum Distributions (RMDs), including the increased RMD age and other new provisions. This presentation will provide insights to help you adapt your retirement strategies and optimize your financial future under the new legislation. Whether you’re just starting to take RMDs or revisiting your retirement plan, this session will equip you with the knowledge to make informed decisions.

Join us to discover how these changes could benefit your retirement savings and how you can take advantage of new opportunities under Secure Act 2.0.

We look forward to meeting with you!

This seminar is presented by Financial Advisors, Lawrence Union and Danny King.  

Financial Advisor, Lawrence Union
866-300-9382, option 4
Lawrence.Union@suncoastcreditunion.com 

Financial Advisor, Danny King, CFP®, AAMS
866-300-9382, option 4
Danny.King@suncoastcreditunion.com