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Retirement Account Changes Due to SECURE Acts | AEGIS Financial Lunch & Learn

The IRS has released long-awaited final guidance for many rules within the SECURE Act. Learn how the new rules affect you as an heir, a business owner, or an employee, and what strategies can be used to minimize the tax consequences to you or your heirs. It’s an opportunity to gain valuable insights—bring a friend and increase the benefit of these key takeaways!

Disclosure: Investment Advisory Services are offered through AEGIS Financial, registered investment adviser.
 
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Date and Time

Tuesday Nov 5, 2024
11:30 AM - 1:00 PM CST

Location

AEGIS Financial
530 N Koeller Street
Oshkosh, WI 54902

Fees/Admission

Free

Contact Information

Megan
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