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The Secure Act is Now Law: Are You Fully Prepared? 2 Credits

The Secure Act is Now Law: Are You Fully Prepared? 2 Credits

The Ten-Year Rule – Everyone Needs to Reconsider Everything!

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Dec 09, 2024 | 12:30 PM ET

Learning Objective

  • To know how the Secure Act 2.0 passed Congress.
  • To analyze the new increased catch-up contribution rules.
  • To recognize the new RMDs for 2023 and beyond.
  • To create a new plan for clients based on this new law.

Course Overview

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. 

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:

  • The most common physical ailments Baby Boomers suffer from 
  • The Greying of America, The blessing & curse of longevity, and How do I survive retirement?
  • History of Retirement, Retirement Plans, and Americans and Savings
  • Crucial Issues about American Retirement
  • Secure Act, Issues Behind the Secure Act, and Major Provisions

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.

  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 2 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321349)

    Valid upto : Dec 31, 2024

  • 2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 2 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 2 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 2 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 2 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 2 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 2 PL Credit of Finance for CIPM
  • 2 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1.5 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 PL Credit of Finance for CIPM
  • 1.5 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.6

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Very Good

Average

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JM

Judy Mavroleon, CPA (US)

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

Paul Saltzman, CPA (US)

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.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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