Seattle Study Club Symposium
January 24, 2024 - January 27, 2024
CPA, IAR Justin Fry will present the lecture, Sweeping Changes Are Coming to Retirement Plans: Secure Act 2.0
The economic volatility and confusion surrounding the last few years have impacted every business, including dental practices. And to throw a wrench in the works, the Secure Act 2.0 could affect how you’ve always saved for retirement. This course offers an opportunity to flip today’s uncertainty into a roadmap for future financial security. Taking the lessons learned from recent legislation, this presentation will help owners understand how this law can impact their long-term goals.
In this content-rich, interactive course, attendees will learn proven formulas behind building wealth and getting ahead on pension and retirement planning, plus the short- and long-term benefits of various tax environments. Using real case studies, this course will empower dentists with thoughtful techniques on new strategies to invest more into their practice and retirement plans. It will portray tangible examples they can leverage to evaluate their own situation.