Events

Afternoon Tea Discussion: Protect Your Income

Date: Location: La Madeleine French Bakery and Cafe Address: 5000 W. Park Blvd. Plano, TX 75093 Categories: Member Events

Event Details

Protect Your Income in Unpredictable Markets and SECURE Act

Retirement planning may be more critical today given the uncertain economic environment. But one thing is certain, planning today will likely help you work toward a better retirement tomorrow. During our session, we will discuss five key areas of concern, and work out a retirement strategy for today and tomorrow.

We will also discuss the SECURE Act that President Trump signed into law on December 20, 2019. Such as delay RMD date, eliminate "Stretch" IRAs, Increased Tax Incentives for employers to create a qualified retirement savings plan etc. We will address new planning strategies toward those changes as individuals and business owners.

Feel free to bring a friend who can benefit from our discussion.

Tea, Coffee and Desert will be provided! 

Guest Speaker: Steven Lender, Regional VP for AXA Distributors, LLC.

Date: Feb. 25, 2020
Time: 4 - 6 p.m.
Location: La Madeleine French Bakery & Cafe
Address: 5000 W. Park Blvd. Plano, TX 75093

Please RSVP to Lily Qian at lily.qian@equitable.com or at (972) 455-9064.