Broker Check
02 March
What do retirement accounts, HSAs, and wealth transfer strategies have in common? The SECURE Act!


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.

Stone Bridge Asset Management invites you to join us for a Zoom presentation on these topics.

Date and Time

Tue, Mar 02, 2021

11:00a - 12:00p EST


Zoom Meeting
Meeting ID: 893 8138 9102


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