Have you ever heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act? Did you know that is can affect retirement plans and your beneficiaries? Chances are, you have a retirement account and the SECURE Act may have affected it.
We invite you and your family to attend our first-ever Lunch and Learn Financial Planning Session: Setting Every Community Up for Retirement Enhancement on Tuesday, March 17th at 11:30 am.
You will hear from an advisor from East West Bank, who will go over the SECURE Act and answer your questions, all while having lunch on us! Please see the flyer below to learn more. You can also RSVP by clicking here. If you have any questions, please call the Foundation office at 626-299-7014. We hope to see many engaged and curious community members on March 17th!
This seminar is strictly informational and no products or services were sold. SMSF does not make any explicit or implicit endorsement of products or services.