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

Wed, Mar 15

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Webinar via Zoom

Please join us for our March 15th webinar! This presentation has been accepted by CFP Board for one CFP credit.

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

Time & Location

Mar 15, 2023, 12:00 PM – 1:00 PM

Webinar via Zoom

About The Event

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…

Tickets

  • FPA Chapter Members

    $0.00

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  • Non-Members

    $20.00

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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