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

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

Topic:
SECURE 2.0 - What this new legislation means for retirement savings 

Description:
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. 

Bio:
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.

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