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Retirement Planning with the SECURE Act


1777 S. Blanchard
Wheaton, IL 60189 United States



March 5


6:30 pm - 8:00 pm

Many people contribute to IRAs, 401Ks and other qualified retirement plans for years without fully understanding the rules and tax implications until it’s too late.
Join local advisor & CPA, Josh Bretl, for this complimentary educational workshop where we will discuss:
• What the passing of the SECURE Act means and how to use it to your advantage
• Strategies to legally minimize the taxes you pay on Social Security benefits
• Allocating assets into accounts that create predictable income for life
• And much more…
This is not a sales presentation. These workshops are held as an introduction to our firm and to provide information to the community.

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