Broker Check
09 Feb
Secure act 2.0 and Inflation Reduction Act


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 

Putnam is not affiliated with the firm participating in this presentation.

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Request a prospectus, or summary prospectus if available, from your financial representative or by calling Putnam at 1-800-225-1581. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.

Date and Time

Thu, Feb 09, 2023

2:00p - 3:00p MST




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