Are you and your company ready for SECURE Act 2.0?
Kelly Renner, CFP with Life Strategies Financial Partners
SECURE Act 2.0 is a game changer with a suite of updates for organizations and their retirement benefit administration strategies. Get your team and your organization ready for the challenges ahead by attending a 1-hour meeting with Kelly Renner, CFP, as she dives into the language of the act and how this affects your benefit program. Kelly has over 20 years of experience in the financial services industry as a Certified Financial Planner whose approach is goal-focused and planning-driven.
Life Strategies Financial Partners is sponsoring this Month's Chapter Meeting!
Financial Planning | Asset Management | Life Strategies for Women Retirement Planning | Small Business Retirement Plans | Estate Planning
Life Strategies Financial Partners' mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
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