Lunch & Learn Webcast: SECURE Act 2.0 and Its Impact on Retirement Plans
Overview
The SECURE Act 2.0 changed many requirements and opportunities for retirement plans. The passage of the initial legislation left many questions unanswered, and left companies wondering what they should do. Anne Oestriecher will provide a summary of the changes, and the “correcting” legislation that fixes the holes in the original language. You will leave with specific recommendations about which options should be included in your retirement plans, and which ones are better left out!
This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.
NOTE: This product is for the Webcast Lunch&Learn.
Single or Bundle – Choice Is Yours
Purchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle.
2024 Lunch&Learn Small Business Series includes:
May 17
Healthcare Checkup: Examining Changes and Trends
Michael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange Coordinator
Blue Cross Blue Shield of Louisiana
Category: Specialized Knowledge
June 18
LA Tax Credits & Incentives
Brenda C. Guess • Assistant Secretary
Louisiana Economic Development
Category: Taxation
July 16
Hot Topics in Labor/Employment Law
E. Fredrick Preis, Jr. • Partner
Breazeale, Sachse & Wilson, LLP
Category: Management
August 20
SECURE Act 2.0 and Its Impact on Retirement Plans
Anne Oestriecher, CPA, CFP • Advisory Representative
Oestriecher Financial Management Services
Category: Taxation
September 17
IT Tips to Boost Your Productivity
Les Nettleton • IT Consultant
Category: Specialized Knowledge
October 22
LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues
Robert S. Angelico, CPA • Shareholder
Liskow
Category: Taxation
November 20
Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions
Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc
Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC
Category: Taxation
December 18
Champagne or Vinegar? A Look at What the New Year May Bring to the Economy
Stephen D. Morgan • Senior Vice President, Investment Director
Hancock Whitney
Category: Specialized Knowledge
This event is part of the following bundles:
Leader(s):
Leader Bios
Anne Oestriecher, Oestriecher Financial Mgmt. Services
Anne's career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services to include financial planning for individuals and companies to help them reach their financial goals.
Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named LCPA's Discussion Leader of the Year.
Non-Member Price $90.00
Member Price $50.00