Gain an understanding of the changes behind the Secure 2.
0 Act.The Secure Act 2.0, signed into law in December of 2022, was part of a $1.6 billion package to aid retiring Americans. Unfortunately, 33% of workers presently do not have any retirement savings. The Secure Act 2.0 is produced to make it easier for working Americans to save money in retirement. Similar to President Roosevelt crafting Social Security, Secure Act allows working Americans to invest more money in tax-advantaged accounts for later use. And, seeking to help entrepreneurs and small businesses, the Act makes it easier for small businesses to set up 401(k) plans for their employees. This program provides background and assistance for the retiree as well as businesses needing to adjust and understand Secure 2.0.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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