When

Thursday, July 6, 2023 from 12:00 PM to 1:00 PM CDT
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Where

This is an online event. 
 

 
 

Contact

Nancy Ortiz 
Alliant Retirement and Investment Services 
773-462-8822 
investment-services@alliantcreditunion.com
 

The New Retirement Rules: Understanding SECURE Act 2.0

Key Insights for Your Retirement Planning

The SECURE Act introduces roughly 100 new retirement rules for individuals and businesses, with various effective dates. Good planning requires a comprehensive review of the new rules and a strategy for investors to succeed in a shifting tax landscape. 

Ultimately, the rule changes provide more ways for us to be better savers, and businesses are being urged to make it easier to do so. 

Join our webinar to see how these challenges could affect your financial plan.

Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.