Naya Sou will empower you to build the confidence to strategically pursue your unique financial aspirations. Please RSVP to reserve your seat!
• RSVP with Bobbie at bobbiew@lansinglibrary.org and let us know what sessions you plan on attending.
Financial Education Session 1: What to Know about the SECURE Acts’ Impacts on Your Personal Finance
LCL Presents a 4-part Series on Financial Education led by Financial Advisor Naya Sou
April 10, 2024
What to Know about the SECURE Acts’ Impacts on Your Personal Finance
Presenter: Naya Sou
The SECURE Acts brought some of the biggest changes to retirement planning in recent years. In this session, we will explore some of the key provisions, how they impact your financial plan, and strategies to mitigate some of the impacts. We will focus particularly on one of the biggest changes, the elimination of “stretch IRA” and what that means for asset transfers to future generations.
About Naya:
Naya Sou is a financial advisor with Forum Financial Management, LP, an SEC registered investment advisory firm. She is a member of the Financial Planning Association and the Estate Planning Council of Tompkins County. She serves on the board of the Women’s Opportunity Center in Ithaca. Naya is a passionate advocate for financial literacy and strives to empower her clients and non-clients to gain confidence in financial decision making.
Learn about all sessions here
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