Event Details

Conference Call: Secure Act 2.0

Date: March 1, 2023
Time: 12:00pm-1:00pm

Join Our Call about the Secure Act on March 1st!

 

Did you know with the Secure Act there will be significant changes to your ROTH IRA? Yes, that magical compounding free money thingy that Brandon is always telling you to put more of your money in. There is still a lot to unpack about the changes and opportunities available to you so please join us for a call as we discuss The Secure Act 2.0.

Conference Call – Secure Act 2.0

March 1st, at 12PM – 1PM PST

https://us02web.zoom.us/j/4152153282 or call (669) 900-9128 with Meeting ID: 4152153282

RSVP here!

Know folks who don’t even know what the Secure Act is? Spread the news and let them know.

Let’s secure your future with the Secure Act 2.0!

 

Stay well,

The Brio Team

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.