As we kickoff 2023 with a new Congress in place and the passage of legislation impacting retirement savings, I would like to invite you to a presentation I am hosting with our partners at Putnam Investments on February 9th 2023 at 2:00 PM MST .
We can address any questions you have along with the following topics:
- Current makeup of Congress after the midterms and policy areas we’re following
- How your retirement planning may change with the passage of the SECURE 2.0 Act
- Review of the Inflation Reduction Act passed in 2022
- The outlook on taxes given the fact that the current tax code is slated to expire at the end of 2025
- Key financial planning strategies to consider in 2023
Please RSVP via my website under the events tab at https://www.myfinancialsense.com/
Putnam is not affiliated with the firm participating in this presentation.
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Date and Time
Thu, Feb 09, 2023
2:00p - 3:00p MST