Lunch & Learn: SECURE Act 2.0

On December 29, 2022, President Biden signed a $1.7 trillion government spending bill into law. This bill included the SECURE Act 2.0 which expands upon the previous SECURE Act passed in 2019. Both of these bills have major implications for pre-retirees and retirees. Join partners Chad Arrington, CFP® and Tom Cusick, CFP®, at noon on Monday, January 30 for a virtual Lunch & Learn as they recap the changes brought forth by the first SECURE Act and highlight the major takeaways from this second SECURE Act. These changes to the law impact inherited IRAs, Required Minimum Distributions, Qualified Charitable Distributions, Roth accounts and more!

To attend, register at:

After registering, you will receive a confirmation email containing information about joining the webinar. Participants can also use their telephone or computer mic & speakers (VoIP): United States +1 (415) 655-0052, Access Code 120-853-165.

We look forward to seeing you on Monday, January 30! As always, we thank you for your loyalty and support. If you have any questions, please call us at 410-893-0560.

Contact them at:  410-893-0560 or visit
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Kelly Group

Stewards of Wealth and Well-Being

Big Savings on Big Fun for the Whole Family

Movies are getting more and more expensive but having fun with the family doesn’t have to be a burden on your wallet.

Grab a bucket of popcorn and head to a show as we’ve got discounted movie tickets to Regal Cinemas.

We also offer discounts to many area theme parks and attractions.

Plus, you can pick up your tickets right at the Credit Union!