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The SECURE Act and SECURE Act 2.0


1221 US-80
Pooler, GA 31322 United States



March 7, 2023


6:00 pm - 8:00 pm

Learn how changing legislation impacts your retirement.

Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own “personal economy” and thrive regardless of legislation changes. Come prepared to hear about some of your top financial concerns with Wendy in an open and exciting format where you can get answers to your most pressing questions such as:

  • How will the current Administration’s proposed tax changes affect my retirement?
  • How might global changes affect my likelihood of successfully navigating retirement without running out of money?
  • What specific steps can I take to protect my wealth from all this uncertainty?
  • What are some alternative growth opportunities for retirees without taking unnecessary risks?
  • What impact will the rapidly increasing budget deficits have on my Social Security benefits and how do I maximize them?
  • Are there ways to take care of my loved ones without paying for expensive Long-Term Care insurance?
  • How do I develop a comprehensive plan to become Financially Independent in this volatile politial and economic environment?

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