There are some significant changes in retirement plans beginning in 2020. Between the IRS announcing cost-of-living adjustments for tax year 2020 and the new Secure Act – there is a lot to understand, and it can feel overwhelming. While some long-standing estate planning practices have been eliminated, new twists within the SECURE Act have opened savings doors to many who were previously excluded. In this discussion, learn about these new rules and how to make them work for you.
This class is lead by Jodi Padgett CFP, a Senior Partner at Taylor & Padgett Wealth & Legacy Strategies. She started in 1983 and fell in love with the world of financial planning. She takes the mission of Taylor & Padgett to heart, striving to partner with people who want to make wise decisions about money and leave both a personal and financial legacy. This is why Jodi sometimes refers to herself as a “Philanthropist in Process”.
Complimentary beverages and snacks provided.