Lunch & Learn Webcast: SECURE 2.0: Impacts to Retirement Savings Plans
Overview
Anne Oestriecher is back with an update to SECURE 2.0....it's been out for a while, but there are new regulations that could impact your or your clients' or company's retirement plans. Get the latest info and tips on how to best structure your plans to maximize your retirement and to take advantage of the tax credits available to small businesses. Benefit from Anne's real-world examples that help put concepts into perspective.
This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.
NOTE: This product is for the individual Webcast Lunch & Learn course. Save when you buy the Lunch & Learn Webcast Bundle! Learn more.
2025 Lunch&Learn Small Business Series includes:
May 20
Cybersecurity: Managing Evolving Threats
Les Nettleton • IT Consultant
Category: Technology
June 17
SECURE 2.0: Impacts to Retirement Savings Plans
Anne Oestriecher, CPA, CFP • Advisory Representative
Oestriecher Financial Management Services • Alexandria, LA
Category: Taxation
July 22
Hot Topics in Employment Law in the Current Presidential Term
Mag Bickford, JD • Managing Member, New Orleans Office
McGlinchey Stafford • New Orleans, LA
Category: Management
August 19
Louisiana Tax Legislative Update, Tax Reform and More
Robert S. Angelico, CPA, JD • Shareholder
Liskow • New Orleans, LA ?Category: Taxation
September 16
Fraud in the Real World: Assessing Risk & Response
Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • Founder
RAL Forensics, LLC • Metairie, LA
Category: A&A
October 21
Succession Planning: Strategies for Business Continuity & Growth
Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA
Riley J. Busenlener, CPA/ABV, ASA, AEP®, JD
Chaffe & Associates • New Orleans, LA
Category: Management
November 18
Federal Tax Update
Greg Booth, CPA • Partner
EisnerAmper • Metairie, LA
Category: Taxation
December 16
Year-End Economic Outlook: Cheers or Jeers?
Stephen D. Morgan • Senior Vice President, Investment Director?Hancock Whitney • New Orleans, LA
Category: Specialized Knowledge
This event is part of the following bundles:
Leader(s):
Leader Bios
Anne Oestriecher, Oestriecher Financial Mgmt. Services
Anne Oestriecher's career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services to include financial planning for individuals and companies to help them reach their financial goals.
Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named LCPA's Discussion Leader of the Year.
Non-Member Price $90.00
Member Price $55.00