Meetings and Events

DATE: Tuesday, March 10, 2020

TOPIC:   “SECURE Act — Insights & Answers:  Understanding the New Legislation”

On December 17, as part of a broader 2020 fiscal year appropriations bill, the U.S. Senate voted in favor of the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  President Trump signed it into law on December 20.

There were some major changes under that Act, including:

  • lifting the age limit for traditional IRA contributions
  • elimination of the “stretch IRA”
  • required minimum distribution age has been raised to 72 if you reach 70 1/2 in 2020

PRESENTER:  Angela Bender, CFP, and Managing Partner, AMJ Financial Wealth Management

LOCATION: River Creek County Club, 43800 Olympic Blvd, Leesburg, VA

REGISTRATION—8:00 A.M.
NETWORKING BREAKFAST—8:15 A.M.
PRESENTATION—8:30 A.M.

Member Price Per Person: $25
Member Table of Ten: $350
Nonmember Price Per Person: $35
Nonmember Table of Ten: $500
Meeting Sponsor: Available

BREAKFAST RSVP LINK 

Want to attend a meeting or join? Contact us at LoudounEPC@outlook.com or by using the form below.