This event has passed. View the recording on our YouTube channel.

The SECURE Act changed basic rules about how we access the money in our retirement accounts, including the age at which we must start, required minimum distributions, and how distributions are calculated for our heirs. Then the coronavirus turned our world upside down, and the CARES Act made more changes for 2020. Financial educator Karen Chan helps you understand what has changed and what changes you should consider making as a result.

Must register to participate in this live, online event. You will receive a link to participate by email one day prior to the event. 

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This program will be recorded for possible sharing on our social media channels later. Any programs recording audience interactions will allow for customers to opt-out of video or audio participation. Email questions to programs@ahml.info.

You can print the program handout at: https://drive.google.com/file/d/1C9did98q7208x_JG6SpFURUPUCDLrGH0/view?usp=sharing