Live Webinar
Reserve Your Spot
Discover from Lacey Thompson- Krul, CSA® some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Presented By Lacey Thompson- Krul, CSA®
At 19, Lacey began her career in financial services with Bankers Life. Despite facing challenges and skepticism, she quickly stood out through integrity, hard work, and a drive to challenge the status quo. Over the years, she expanded her expertise by working with independent marketing organizations and learning from a mentor with more than four decades of experience. Through these experiences, Lacey recognized gaps within the industry and realized the company she wanted to be part of didn’t exist—so she created it. That vision became Surefire Financial, based in Downtown Stuart. Today, she leads the firm in partnership with a network of trusted professionals and has aligned with E³ Wealth, an organization that shares her commitment to integrity and excellence. Together, they provide clients with the highest level of service, insight, and care. Outside of work, Lacey values time with her family—her partner Trenton, her daughter Lilah, and her stepson James. She is active in Toastmasters International and the Women’s Club of Stuart, where she finds fulfillment in leadership and community service. A dedicated health enthusiast, she also founded Lacey’s Raw, a line of natural products created with her baby in mind. Grounded in faith, family, and service, Lacey blends deep financial expertise with a passion for empowering others to live with purpose and confidence. Her journey is one of resilience, vision, and heart—leading by example and inspiring others to build a life and legacy they’re proud of.
Discover from Lacey Thompson- Krul, CSA® some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RMD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Reserve Your Spot
Presented By Lacey Thompson- Krul, CSA®
At 19, Lacey began her career in financial services with Bankers Life. Despite facing challenges and skepticism, she quickly stood out through integrity, hard work, and a drive to challenge the status quo. Over the years, she expanded her expertise by working with independent marketing organizations and learning from a mentor with more than four decades of experience. Through these experiences, Lacey recognized gaps within the industry and realized the company she wanted to be part of didn’t exist—so she created it. That vision became Surefire Financial, based in Downtown Stuart. Today, she leads the firm in partnership with a network of trusted professionals and has aligned with E³ Wealth, an organization that shares her commitment to integrity and excellence. Together, they provide clients with the highest level of service, insight, and care. Outside of work, Lacey values time with her family—her partner Trenton, her daughter Lilah, and her stepson James. She is active in Toastmasters International and the Women’s Club of Stuart, where she finds fulfillment in leadership and community service. A dedicated health enthusiast, she also founded Lacey’s Raw, a line of natural products created with her baby in mind. Grounded in faith, family, and service, Lacey blends deep financial expertise with a passion for empowering others to live with purpose and confidence. Her journey is one of resilience, vision, and heart—leading by example and inspiring others to build a life and legacy they’re proud of.
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A Renaissance has begun in the World of Investing
Find the silver lining of opportunities for your life savings.
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs)
If your advisor is not keeping up with the times you are going to be lost.
You can help reduce your tax rate in retirement like never before in your life.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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