Our Calendar

The Setting Every Community Up for Retirement Enhancement (SECURE) Act: Implications for IRAs and Estate Planning

Date/time:  Thursday, September 10th at 11am and Tuesday, September 15th at 11am

Location:  Zoom*

Our discussion will cover the background of the SECURE Act, how it impacts Individual Retirement Accounts, and actions you might want to consider for estate planning.

Hosted by: Martin Wealth Management, Inc.
Presented by: Laura Martin Miri, Managing Director- PIM Portfolio Manager
                     John C. Martin, Principal Attorney, Law Offices of John C. Martin, P.C.

-The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.
-Invitation and event link to be sent through email
-Please also review the terms & conditions for the third-party website hosting the event. We will provide a link for your convenience, but do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.
-If you have any questions or concerns please contact the sender of the invitation.