November 7, 2023 Dinner Meeting
Join us for cocktail hour, dinner and Secure Act 2.0 in the Sunset Bistro!
Secure Act 2.0
- Changes to current regulation
- Potential Planning Strategies
- Possible Challenges
With special guest speaker: Angela Wagner J.D.
As an Advice and Planning Strategist, Angela Wagner helps her clients take a comprehensive, strategic approach to wealth planning. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in banking, Strategic Credit, Risk Management, Investments, and Trust & Estate Planning, she develops recommendations tailored to her clients’ needs, priorities, and preferences. Angela calls upon her many years in the practice of law to help educate and inform her clients of the changing landscape, as well as to help them structure their financial and estate plans to achieve their overall goals for their families.
Education J.D. Widener Law School 1988-1992 B.S.
Drexel University 1984-1988
