SECURE Act 2.0 and its effect on Retirement Plans, Plan Sponsors, and Participants.
On the 1st of January 2024, Secure Act 2.0 went into effect. Join us for a seminar outlying the changes that will be coming as well as how these changes will impact businesses.
Sam Blum is a professional with experience in sales, marketing, management, operations, HR, and corporate finance. He started his wealth management practice in 2014 and started a Registered Investment Advisory (RIA) in 2022. He holds a Bachelor's degree from St. Cloud State University where he majored in Political Science and Economics.