Symmetry Partners

04may11:00 am12:00 pm11:00 am - 12:00 pm(GMT-04:00) Helping Your Clients Navigate the Secure Act 2.0 with Henry Wealth Management & RetireRight Financial PlanningThe SECURE Act 2.0 implements several changes that affect many different areas of financial planning, which naturally leads to the question, "how will this impact me and what do I need to do?"

Hosts

Phil Henry, President, Henry Wealth Management
Christopher T. Cannon, MSAPM, CFP®, RICP®, AIF®, Managing Partner, Wealth Management Advisor, RetireRight Financial Planning
Greg Trzaski, Senior Regional Director, Symmetry Partners, LLC

Description

Watch this recording of our live presentation featuring: Christopher T. Cannon, MSAPM, CFP®, RICP®, AIF®, Managing Partner, Wealth Management Advisor, RetireRight Financial Planning, Phil Henry, President, Henry Wealth Management & Greg Trzaski, Senior Regional Director of Symmetry Partners, LLC.

Time

May 4, 2023 11:00 am - 12:00 pm EST(GMT-04:00)

Slides

Slides

Recording

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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.