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PTOS Financial Planning and Insurance Talks


PTOS Financial Planning and Insurance Talks

--Talk #1: The SECURE Act

While we were all enjoying the holidays with our loved ones, Congress passed a major retirement spending bill that will affect millions of Americans. 

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became a law on December 20, 2019.

Join us to learn about what it is and how it could affect you.

Event Date/Time:
February 27, 2020 at 12-1 pm

Attend online:
Meeting Number: 994 582 059
Meeting Password: 12345

Attend by phone:
5712705000, Access Code: 994 582 059

Hosted by the PTOS Education Committee:
-Contact Angela Nguyen ( and Robert Morlan ( for more information regarding the PTOS Financial Planning and Insurance Talks.

Today is Thursday August 06, 2020

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Upcoming Events

Virtual Guided Wine Tasting & Lecture: Thursday Au

Date: 6 August 2020 19:30 to 21:00

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PTOS Presents: Amy Herman’s The Art of Perception

Date: 18 August 2020 16:00 to 17:30

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Date: 1 September 2020 16:30 to 17:30

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End of FY Happy Hour

Date: 5 October 2020

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