SECURE 2.0 Act: What Financial Advisors Need to Understand

SECURE 2.0 Act: What Financial Advisors Need to Understand

January 19, 2023 @ 1:00 pm

The SECURE 2.0 Act does much more to live up to its name – Setting Every Community Up for Retirement Enhancement – than its predecessor by helping Americans save for retirement, aiding those nearing or in retirement, and incentivizing small businesses to offer retirement plans. As a financial advisor, your planning will change – from how you help clients with RMDs to important Roth provisions and changes to savings opportunities.
Attendees will walk away knowing:
• The major provisions of the SECURE 2.0 Act
• Important financial planning provisions and how to help clients adapt
• How RMDs and catch-up contributions will affect those in or nearing retirement
• Import Roth provisions that impacts retirement plans and Roth IRA rollovers
• What small business owners should know about newly created retirement plans

This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.

Carson Coaching Members can find a promo code for free registration in the Events section of Carson Coaching Online.


January 19, 2023 @ 1:00 pm
January 19, 2023 @ 3:00 pm
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