09 Nov
Secure 2.0 Tax Credits for Retirement Plans hosted by Marie Newsham


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




Event Registration