SECURE 2.0 Act and Retirement Enhancements

Jennifer Baick

MBA, CFP®, CDFA Senior Director, Financial Planning Group

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®

Director, Financial Planning


This first webinar about the SECURE 2.0 Act provides an overview of changes to Required Minimum Distributions (RMDs), plan contributions and withdrawals, and 529 rollovers.

For more information and resources about the SECURE 2.0 Act, please visit our dedicated resource page.

Ready to learn more?