The Secure Act 2.0: How it affects distribution and wealth transfer planning for the modern retiree

Please join us for our webinar on "The Secure Act 2.0: How it affects distribution and wealth transfer planning for the modern retiree" presented by Kirsten Hale, Regional Vice President, and Rob Burns, with Equitable, noon to 1:00pm, on Wednesday, March 15th.

On December 29, 2022, the Secure 2.0 Act of 2022 was signed into law as part of the Consolidated Appropriations Act of 2023. This one-hour presentation will address the impact of the Secure Act 2.0 on trusts, IRA beneficiary planning, lifetime RMDs as well as non-qualified annuity distribution options and strategies. Several case studies covering various scenarios will be discussed.

Learning Objective(s):

At the end of this sessions, attendees will:

Understand the changes that occurred with the passage of the Secure Act 2.0 and the importance of reviewing clients’ legal and investment documentation with regard to beneficiary designations and distribution options going forward under the new rules.

Determine whether new strategies for wealth transfer may need to be implemented.

Level of Complexity: Intermediate

Registration Fees:

FPA Chapter Members: N/C

Non-Members: $20

Advance Registration Required - Registration Deadline: Monday, March 13.

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.

By registering for this event, I acknowledge and accept that my contact information may be shared with our chapter partners, without whose support we could not provide benefits of local chapter membership such as this event to our members.

MANY THANKS TO OUR PROGRAM SPONSOR!

Equitable

Kirsten Hale | Regional Vice President

610-731-6555 / kirsten.hale@equitable.com