Secure Act 2.0 and Other Retirement Plan Topics
Itinerary
11:45 a.m. Networking
12:00 p.m. Lunch
12:25 p.m. Business/Announcements
12:30 p.m. Presentation
1:15 p.m. Conclusion
About the Speakers
Tony Lamb has been with Security National Bank since 2021 and currently serves as Vice President and Senior Trust Counsel at Security National Wealth Management. He previously spent seven years as a practicing attorney in Estate Planning, Business Transaction, Real Estate and Employment Law and is a member of the Iowa, Nebraska and South Dakota Bar Associations. Tony is involved with the Siouxland Estate Planning Council, Sergeant Bluff Board of Adjustment and is a board member for Goodwill of the Great Plains.
Jessica Ross joined Security National Wealth Management in 2021 and is the Director of Wealth Management Business Development. She earned her Masters of Business Administration from Baker University and has 14 years of banking experience, 7 of those in Wealth Management. Jessica serves on the executive board of the Mater Dei PTO and is a board member for Mary Elizabeth Childcare Center and Preschool.
