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SECURE 2.0: Reshaping the Retirement Landscape

  • 13 Nov 2024
  • 11:30 AM - 1:00 PM (CST)
  • Dead Fish Grill 2207 Lake Rd Belton, TX
  • 49

Registration


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SPEAKER


Joe Calao, Calao Wealth Management Group


PRESENTATION SUMMARY

This course provides an overview of the many aspects of the new retirement-related legislation known as SECURE 2.0. This bill makes significant changes to most aspects of the retirement environment including expanded contribution limits and credits, enhancements of SIMPLE IRA arrangements, emergency saving account options in 401(k) and matching of certain student loan payments. In addition, we cover changes to excesses, corrections, RMD and rollover rules. Lastly, the timing, amendment and effective dates of key provisions will be discussed.

SPEAKER BIO

Joe has more than 25 years of experience working in the industry and has been a part of the Calao Wealth Management Group at UBS since 2009. He graduated from Texas A&M University with a BA in Speech Communications. Joe specializes in retirement planning for individuals and corporations. He helps corporations develop, administers retirement plans for businesses and their employees, serves as a fiduciary on retirement plans, helps owners integrate their personal, financial and business goals, as well as help them understand how to transition their businesses. 


CANCELLATION POLICY

If you cannot make the event, please let us know by noon on the Friday prior to the event by sending us an to email centexshrm@gmail.com. We can cancel your registration and issue a credit to your account. Please note, credits will not be issued after the deadline, as we pay the venue based on the number of attendees reserved - including no-shows.


SPONSORSHIP OPPORTUNITIES

Interested in sponsorship opportunities? Visit our "Sponsor" page for details and benefits!

https://www.centexshrm.com/Sponsorship-Opportunities




    



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