About this Event
Secure Your Future: Navigating the SECURE 2.0 Act A Critical Seminar for Retirees and Soon-to-Be Retirees with Substantial Retirement Savings
Join us at the Fargo Public Library – Main Library for an essential session tailored for individuals in or nearing retirement with retirement plan balances of $500,000 or more.
In this comprehensive seminar, we'll explore how the SECURE and SECURE 2.0 Acts impact high-value retirement accounts and generational wealth transfer. You'll learn:
- Critical changes affecting 401(k)s, 403(b)s, IRAs, and other retirement plans
- New rules for Required Minimum Distributions (RMDs) and their impact on your withdrawals
- Strategies to protect and optimize your retirement savings in changing market conditions
- Advanced tactics for tax-efficient withdrawals to preserve your wealth
- Essential updates on inherited IRA rules and their implications for your beneficiaries
- Effective estate planning strategies to maximize the value passed on to your heirs
If you've worked hard to build a robust retirement fund and want to ensure its longevity for yourself and future generations, this seminar is crucial.
Don't miss this opportunity to safeguard the financial legacy you've worked so hard to build.
Date: Saturday, September 28th Time: 10:00 AM Location: Fargo Public Library – Main Library (Fercho Room)
Presenter: Nathan V. Bremer, CFP®, AAMS®
Space is limited. Reserve your spot today to ensure you're prepared for a secure retirement and a lasting financial legacy.
Event Venue & Nearby Stays
Fargo Public Library – Main Library, 101 4th Street North, Fargo, United States
USD 0.00
