15 Aug
Seminar and Open House


BNG Investment Services invites you to a seminar on Stock and Bond market updates and highlighting changes to retirement planning from the Secure Act 2.0

Join us at our office to find out more about the changes! A few include:

  • RMD age increases
  • Increases to retirement plan CATCH-UP contributions
  • New Roth options offered in employer retirement plans
  • 529 Plan rollovers to Roth IRAs
  • Elimination of stretch provisions on inherited IRAs

special bond market update presented by Shawn Carlin from PIMCO

PIMCO and Shawn Carlin are not affiliated with LPL Financial or BNG Investment Services

Date and Time

Tue, Aug 15, 2023

5:30p - 7:30p CST


BNG Investment Services

701 8th St.
Monroe , WI
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Event Registration