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The SECURE Act: Retirement Plan Changes for Your Clients
Join us for this one-hour webinar and a discussion on planning strategies related to retirement plans in light of changes made by the SECURE act. In this session we will be covering important details about SECURE, give a brief refresher about income tax rules related to ROTH conversions, discuss planning opportunities and provide examples. Presented by Kim Spaulding of Perkins & Co. and Maria Schmidlkofer of Schwabe Williamson & Wyatt. Qualifies for 1 credit for OSB, WBA, CPE, ABA, and CFP designations.

Aug 26, 2021 09:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Lori Bernet.