SECURE 2.0 Act
with
R. Andrew Flores, CFP, ChFC, CLU
Managing Partner, Certified Financial Planner
Equitable Advisors | Private Wealth Group
and
Hondo Harris
Financial Consultant
Equitable Advisors | Private Wealth Group
Date: Thursday, November 21
Time: 11:30a.m. - 1:00 p.m.
Location: Embassy Suites Corpus Christi
Session Description
Prepare for 2025 with this in-depth discussion on the new provisions and amendments introduced by the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. This session will provide clear insight into the implications and opportunities that will arise from this significant piece of retirement legislation for employers, administrators, and their employees.
About the Speaker:
Certified Financial Planner, Andrew Flores has been involved in the financial services industry since he was 18 years old. For over two decades, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with significance. Andrew is an accomplished speaker/thought leader and frequently provides commentary to national publications and media outlets throughout the country. He has a bachelor’s degree in economics from the University of Texas at Austin, in addition to post graduate work at the Wharton School of Business, Columbia University and Harvard University. In his free time Andrew enjoys spending time with his family while indulging in one of his many passions including traveling, food & wine, and motorsports.
Financial Consultant, Hondo Harris joined the industry in March of 2020. Raised by two outgoing parents, Hondo finds joy in helping people, while also harboring a long-standing interest in finance since his youth. Hondo, shaped by a background in competitive sports and rodeo, now takes pleasure golfing, bow hunting, supporting A&M football, and traveling alongside his wife, Savannah.
Luncheon Costs
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$30 Member | $35 Non-Member
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$45 Late Registrants
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First Time Attendees (50% discount) , email info@cbshrm.org to get a code.
Professional Development Credits Pending:
