Broker Check
26 April
Secure Act 2.0 Lunch and Learn


We are Chris Wilkins and Judith Naegely, advisors with Marathon Wealth & Protection Strategies. Join us and your peers for a free Lunch & Learn at The Country Club of Colorado.  Together with our partners from The Standard we will be covering the significant changes with the Secure Act 2.0 that will impact you and your employees.

The Secure Act 2.0 that was passed in December of 2022 will impact your Retirement Plan in some sort of fashion and we would like to help you better understand those impacts.

You may be curious about what may impact you and your employees:

-Is Automatic Enrollment right for your plan?

-Do your employees know about the Savers Match?

-Employee Roth Contributions & Employer Roth Matches, how does this benefit the Company?

Please register here for the event.  You can also contact Julia Smith at 719-265-7074 or to register.  Please feel free to invite another colleague that would benefit from these changes and important information.  If you have any questions you can contact us directly at 719-265-7074 or and

We look forward to seeing you at our event!

Date and Time

Wed, Apr 26, 2023

11:30a - 1:00p MST


Country Club of Colorado

125 E Clubhouse Drive
Colorado Springs , CO 80906


Please join us in the Pete Dye Room.

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Event Registration