Are you curious about how to use Health Savings Accounts (HSAs) as part of your retirement plan?

Does your wealth transfer plan involve retirement accounts?

Are you still unsure how the SECURE Act impacts you?

If you answered yes to any of these questions, join us for a discussion led by Brian Dobbis, a highly engaging speaker with a deep understanding retirement strategies.  

Brian joined us last year for an entertaining and extremely informative introduction to the SECURE Act. He specializes in IRAs and corporate, government, and non-profit retirement plans and is a frequent guest speaker at wealth management conferences throughout the United States. As Director of Retirement Solutions at Lord Abbett, he is responsible for managing Lord Abbett's IRA business.