IRA Planning After the SECURE Act
Regional Events

IRA Planning After the SECURE Act

March 20, 2020 @ 1:00 pm

Are you and your clients ready to rethink retirement planning?

March 20   |   1 p.m. – 5 p.m.   |   Philadelphia   |   4 CE Credits   |
$197 $597

The SECURE Act is the biggest and most impactful retirement-focused legislation in more than a decade. The bill changed retirement income planning and many rules around IRA contributions, distributions, RMDs and legacy planning – in some cases significantly.

Position yourself to better help your clients, and eventually their loved ones, through retirement and beyond. You need to understand best practices and how to make the most of the tools at your disposal under the SECURE Act. Let us show you how.

JJoin Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® and Dr. Craig Lemoine, CFP®, MRFC® for the “IRA Planning after the SECURE Act” session on March 20 in Philadelphia at The Inn at Villanova University.

During this in-depth, four-hour seminar, you’ll learn how to help maximize total after-tax wealth and improve estate planning outcomes. Jamie will go over how to mimic the Stretch IRA, contribution rules, grandfathering provisions, RMDs, rollovers and more – answering your biggest and most pressing questions.

The session is $197 for a limited time, and we are offering four continuing education credits through the event in partnership with the University of Illinois, Urbana-Champaign. Sign up before the price jumps to $597 on February 28.

Don’t overlook this significant shift in retirement planning. Dive into the details and register for “IRA Planning after the SECURE Act” today.

 

Details:

Start:
March 20, 2020 @ 1:00 pm
End:
March 20, 2020 @ 5:00 pm
Event Category:
Regional Events
Map:

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image