Broker Check
15 March
SECURE ACT 2.0 WEBINAR

Description

You Won’t Want to Miss This . . .

 

J Matrik Wealth Management, together with Putnam Investments, is providing a Washington update focusing on the SECURE Act 2.0 which passed in late December, and the possible sun setting of the Tax Cuts and Jobs Act.  There are opportunities and pitfalls due to what is happening in Washington, so make sure that you don’t miss this one.

 

  • When:  Wednesday, March 15 at 5:00 PM
  • Where:  Your Computer
  • Topic:  Washington Update

 

Go to www.jmatrikwealthmanagement.com and find the “Resources” tab on the top right to RSVP for all upcoming and future events.

 

You can also RSVP by emailing Alex Goldfarb at alex@jmatrik.com


Login information will be provided to those who RSVP.

 

Steven Klimaszewski, CFP®, CFS

Scott M. Turner, CFP®, FSA

jmatrikwealthmanagement.com

565 Taxter Road
Elmsford, NY 10523
914-909-1552
512-692-2511 (fax)

Date and Time

Wed, Mar 15, 2023

5:00p - 6:00p EST

Location

Your Computer

PT1H
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