The SECURE Act is Set to Pass. What Does That Mean for Financial Planning

We’ve been studying the SECURE Act since the legislation was in the early stages. Get more insights from Jamie Hopkins, Director of Retirement Research at Carson, at – including a guide on all the RMD changes that the SECURE Act brings with it, a calculator that shows a side-by-side comparison of inherited accounts before and after the bill, and our latest SECURE Act content. Also, subscribe to our webinars to be the first to know when our next SECURE Act webinar will be held.

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.


Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless