Events

Savvy Social Security Planning: What Baby Boomers Need To Know To Maximize Retirement Income

The Impact of Secure Act 2.0 on Retirement Plans

Join our free webinar discussing the recent changes created by SECURE Act and SECURE Act 2.0 and the steps you should be taking as a result. HeinLantz CPAs and Advisors Director of Wealth Management, Sheri Mergenthaler will host Carol Ventura of Avantax Retirement Solutions is presenting this informative lunch hour session discussing recent changes in the law and what you can do to use them to your advantage.