🔥 You’re Invited: The 2025 Retirement Plan Reset – Fireside Chat 🔥

💬 What We’ll Cover:

Smart employers are unlocking $41,000+ in tax incentives by using next-gen retirement plan design.
We’ll show you how to take advantage of:
✅ SECURE Act 2.0 credits
✅ WA Saves compliance strategies
✅ Defined benefit layering + Super Roths
✅ Cost-efficient fund lineups & design upgrades

Whether you're starting your first plan or enhancing an existing one—this session is packed with practical, actionable advice.

🎙️ Featuring:

Donald F. Morgan, AIF®, CPFA®
Financial advisor, serial entrepreneur, and host of Get Morganized!
Jeff Hunkins – Retirement Plan Counselor, Capital Group (American Funds)
Kurt Oswell – National Sales Manager, Farmer & Betts Pension Consultants

📌 Key Takeaways:

💼 Up to $16,500 in tax credits just for starting a plan
💸 $2,500 per employee over 5 years in employer contribution credits
⚖️ WA Saves penalties and how to avoid them
🔍 Plan performance evaluations—are your fees too high?

📲 Click “Going” + RSVP here:

🔗 Join the Zoom Session
📢 Invite a colleague or your HR manager—this is too valuable to miss!

👥 Hosted by Get Morganized!
📈 #SecureAct2 #RetirementPlans #401k #PlanDesign #TaxCredits #FinancialWellness #GetMorganized #WAState