Please join us for a Teams video call presentation covering the most impactful changes CPAs will face from the implementation of SECURE 2.0. The presentation will be roughly 45 minutes long leaving time for questions afterwards and will include the following speakers:
- Jessica Schick ERPA, QPA, QKA, Shareholder
- Marie Newsham JD, ERISA Attorney
Find out frequently asked questions from plan sponsors and how to use changes in the law to help your clients and grow your retirement plan business. We’ll spend the most time covering tax credits, but will also discuss changes to SIMPLEs, Roth updates, and much more.
Missed it or want to watch the webinar again? Click here.
Date and Time
Thu, Nov 09, 2023
11:00a - 12:00p PST
Microsoft Teams Video Call