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Outlook & Opportunities: Secure Act 2.0
- How do the changes to retirement accounts affect your estate plan?
- How to minimize taxes in your IRA's to your heirs.
- What is the Secure Act 2.0?
- How do Trusts and Retirement Accounts Interact?
- Post-pandemic economic trends
- Inflation, inflation, inflation
- A look under the hood of the equity markets
- Outlook for bonds and interest rate

Feb 7, 2023 10:00 AM in Arizona

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Speakers

Matthew Fitzgerald, CFP®
Financial Advisor @Edward Jones
Matthew is a Certified Financial Planner who has been with Edward Jones since 2016. He believes in focusing on what is most important to his clients in order to help them reach their financial goals.
Jon Linford
Partner and Attorney @Morris Hall
Jon is a partner and attorney at Morris Hall. Jon's true passion is protecting families through estate planning. Jon has been voted Reader's choice Best Lawyer in Sedona multiple times.