Join us for our first in-person client event of 2023. The event will feature two presentation sessions. A market outlook update from Christopher Lanzafame, Senior Vice President, Capital Group, as well as an overview of SECURE Act 2.0 and how it may impact your financial plan.

SECURE Act 2.0 was passed at the end of 2023 and brings sweeping changes to how people save and distribute their retirement savings.

RSVP is required and breakfast will be served.  Pease contact us at 925-370-3750 or email sonia@vitucciplanning.com to reserve your place.  

This event funded in part by Capital Group.

*Capital Group not affiliated with First Allied.