Presented by Les Szarka, CFP®, ChFC®, Chief Executive Officer of Szarka Financial, Sponsored by AAII Cleveland Chapter
Join Les Szarka, CFP®, ChFC®, Chief Executive Officer of Szarka Financial, for an easy-to-understand breakdown of the SECURE Act 2.0, a major law passed in 2022 that greatly improves how Americans can save for retirement.
This seminar is ideal for anyone looking to build or boost their retirement savings. We’ll explain in simple terms the big changes like automatic signup for 401(k) plans, the new way employers can help by matching student loan payments as retirement savings, and more choices for your retirement funds, including Roth options. We're also going to talk about new emergency savings accounts, more reasons you can take money out without penalty, better ways to give to charity from your IRA, and how you can move money from a 529 college savings plan to a Roth IRA.
No matter if you're just starting to save for retirement or trying to improve what you've already got, this seminar will help you understand and use all the benefits the SECURE Act 2.0 offers.
You Will Learn...
All rights reserved. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member
FINRA/SIPC, to the residents of: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MD, MA, MI, MN, MT, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA.
Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are
not affiliated. Cambridge does not offer tax advice.
AGE GROUP: | Adults |
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.
