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From the Secure Act to Secure 2.0 – What You Need to Know

  • Tuesday, June 20, 2023
  • 7:15 AM - 9:00 AM
  • Wojcik Conference Center at Harper College, 1200 W. Algonquin Road (Roselle Entrance) in Palatine
  • 28

Registration

  • Each NWSEPC Member may bring one guest per year for free.


Laurie Kaplan, CPA
Partner
MichaelSilver






Kristy McElroy, CPA
Senior Manager
MichaelSilver



Join us for our June 20 breakfast meeting, From the Secure Act to Secure 2.0 – What You Need to Know. You'll hear how the Secure Acts have changed the retirement landscape. If you haven’t looked at your retirement accounts since the Secure Acts, you may be missing out on some critical planning opportunities and updates.


Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment

CPE and CLE Credit: 1 hour

Registration
To register, click on the link below. You will be able to sign up through Friday, June 16. Prior to the meeting, an email will be sent with a link to download the meeting handout.


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