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Pasadena March Meeting
3475 E Foothill Blvd
Pasadena, CA 91107
Wednesday, March 22, 2023, 6:00 PM - 7:30 PM PST
Category: Pasadena

Bruins with Beers, plus Seltzers, Wine, and Water

*BP Pasadena will be dark in April, so please make sure to join us for this MARCH meeting

Bolton Insurance, 3475 E Foothill Blvd, Ste 100, Pasadena, CA 91107 

SECURE 2.0 - What this new legislation means for retirement savings 

SECURE 2.0 builds on the work of the SECURE Act of 2019 which expanded access to employer retirement plans, encouraged employee use of these plans, and provides updates to self-directed retirement plans like IRAs. 

Emily Vincent, QKC, QKA is president of Douglas M. Farr & Co Inc, a retirement plan third-party administrator (TPA). Emily holds a BBA from Pacific Lutheran University in Business Administration and Management. Her focus is retirement plan design and administration for businesses with 1-500 employees. We ensure plan compliance and tax deferral strategies for our clients. Our plans include 401(k), 403(b), Profit Sharing, Defined Benefit and Cash Balance.

Cost: $4  - Drinks and snacks are inclusive