Secure Act 2.0

You’re invited.


Please join us for an important discussion of the recently-passed legislation known as the SECURE
Act 2.0. This legislation made a number of changes that will affect income tax, retirement and
distribution planning in 2023 and beyond. We’re excited to be able to share how this new law
might impact you, and we hope you’ll be able to join us. Please invite a friend to this conversation!


SECURE Act 2.0 – Changes to your retirement plan

Tuesday, February 28, 2023
2 p.m. MST

4800 North Scottsdale Road, Scottsdale, AZ 85251 – Portales Building, G2 Auditorium

Please park at 4800 North Scottsdale Road, front parking lot.
Additional parking is available underground on levels G1 or G2.
Light refreshments will be served.

Tax Planning in the Year of COVID

Stoker Ostler, in partnership with Charles Schwab, would like to invite you to a virtual and informative 30-minute discussion about tax planning strategies designed to increase your long-term wealth.