February 20, 2023
SECURE 2.0 can help alleviate the cost to small business owners setting up a workplace retirement plan. Learn about the potential tax credits and who is eligible. Presented by Gerard Longo, AIFA®, CPFA®: For small business owners,
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January 11, 2023
Presented by Tom Kennedy, CFP®: For some history, on December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions,
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement
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