Recent Event: The Washington Update

An overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. The many opportunities and changes for retirement savers and retirees were discussed during our exclusive virtual seminar.

On July 26th, Political and financial correspondent Jeff Bush provided a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.

Did you miss the live event? Watch the recording above.

Please note: This recording will only be available for viewing until Monday, October 2nd, 2023.

Featuring: Jeff Bush of The Washington Update

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