CANCELLED:Retirement Planning in the Shadow of the SECURE Act Lunch & Learn Event
This event is cancelled due to the CDC recommendations for large group gatherings. Full refunds will be sent to registered attendees.
CFP CE 1 Credit Hour, Duration 55 Minutes
10:30 a.m. – 11: 15 a.m. Registration & Optional Networking
11:20 a.m. Buffet Lunch
11:30 a.m. – 12:30 p.m. Presentation – Q&A
Sweeping changes in qualified plans through the recently passed SECURE Act requires planners to aid their clients to quickly optimize their IRA and Roth IRA assets. Additionally, SECURE greatly impacts employer retirement plans and retirement decision.
This session will help you educate your clients on planning opportunities
What’s the presentation take-away?
This session covers the elements of the SECURE Act relevant to income, tax and estate planning as well as key related elements of the Tax Cuts and Jobs Act of 2017.
Why should you attend this event?
To learn an 8-step planning process focused on optimizing retirement accounts.Learn about the various analyses’ that should be considered and the planning opportunities available.