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Topic

Navigating 2023: Investment strategies for an uncertain year and the SECURE Act 2.0 retirement changes

Description

2023 brings new opportunities while we still face many challenges from 2022—from rising interest rates, divisive political leadership, and the war in Ukraine to the possibility of a recession. Yet, the employment picture is brighter, gasoline and oil prices are lower, and the inflation rate decreased.

Also, Congress passed the SECURE Act 2.0 as part of its omnibus budget on December 29, 2022. The SECURE Act 2.0 aims to increase retirement savings for Americans. The major provisions of this bill impact everyone’s retirement planning and include expanded savings opportunities, Required Minimum Distribution changes, expanded Roth opportunities, emergency funding, and retirement fund provisions.

With all the uncertainty, how should you and your family plan and invest for 2023 and beyond? Join us for our monthly online Financial Power Hour class to learn more about what you might expect from this year and how to plan for it.

Time

Feb 1, 2023 12:00 PM in Eastern Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 12:00 PM Eastern Time (US and Canada) Topic: Navigating 2023: Investment strategies for an uncertain year and the SECURE Act 2.0 retirement changes Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ZlU3Vi8bRvCeeyxqsYU37g After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Greg Hammond, CFP®, CPA (CEO/Financial Coach @Hammond Iles Wealth Advisors) Greg Hammond, CFP®, CPA is a financial author, speaker and coach. He’s on a mission to make a positive impact in people’s lives. As Chief Executive Officer of Hammond Iles Wealth Advisors, and co-founder of Planned Giving Strategies® Greg leads a team of professional financial coaches that provide customized financial management and investment solutions for individuals, families across three generations, companies, and nonprofit organizations across the U.S. As a recognized thought leader in the fields of wealth management and charitable giving, Greg helps people align their money with their purpose and design the kind of life they want to live.

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