The Secure Act is Now Law: Are You Fully Prepared? 2 Credits
The Ten-Year Rule – Everyone Needs to Reconsider Everything!
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The SECURE Act is intended to make it easier for Americans to save money in retirement, by allowing them to invest more money in tax-advantaged accounts and to withdraw that money later.Â
Registered in Congress in December 2022 this monumental plan will help you and your present and future clients with retirement and wealth planning. By expanding access to retirement plans and making other changes to retirement account rules, the act seeks to help more Americans achieve their retirement goals and enjoy greater financial security in their golden years.
Major Topics Covered:
Join this CPE Finance webinar to understand how the SECURE Act was designed to address issues related to retirement savings and planning in the United States.
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Advance Preparation
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JM
The instructor made this course very interesting and provided helpful statistics to add breadth to understanding of the topic. I appreciated the discussion around structured options such as ROTH IRA- Life Insurance. Thank you Dr. Stevens for a great course. I will watch for more of your presentions.
PS
The instructor's presentation was easy to follow and very informative. He has a very nice delivery style and he provided a presentation that could hold your interest and cover a lot of material.
Dec 16, 09:00 AM ET
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Dec 17, 10:00 AM ET
Dec 17, 12:30 PM ET
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