We are excited to invite you to an exclusive webinar that will delve into the important changes brought about by the Secure 2.0 Act. In today's ever-changing financial landscape, staying informed is essential, and this webinar will equip you with the knowledge you need to make informed decisions.

Below are the details of the webinar:

Title: The Impact of Secure Act 2.0 on Retirement Plans

Date: March 14, 2024

Time: 12:00 pm Eastern Daylight Time

Platform: Teams

Join Sheri Mergenthaler with HeimLantz CPAs and Advisors as she host a webinar presented by, Carol Ventura, a Principal of Retirement Solutions with Avantax Wealth Management^SM.

• An overview of the Secure 2.0 Act and its implications for business owners and thier employees.
• How the Act may impact your tax planning and financial strategies.
• Strategies to maximize the benefits and opportunities offered by the Secure 2.0 Act.
• An interactive Q&A session where you can get your specific questions answered.

Meet Our Speakers

Sheri Mergenthaler CFP®, CPWA®, CDFA®

Director of Wealth Management

Sheri specializes in comprehensive financial planning for individuals and business owners. She helps her clients achieve their financial goals, obtain financial independence, and maintain it through all phases of their lives.

Carol Ventura, MBA, CFP®, CLU®, ChFC®, CEBS®, GBA^TM, RBA^TM, CPFA^TM 

Principal of Retirement Solutions with Avantax Wealth Management^SM

Carol is a Retirement Solutions Specialist. She supports tax-efficient planning strategies for business retirement plans and IRAs. One of her focuses is on retirement plan design and solutions.