Course Overview

Description: Recent tax changes associated with the SECURE Act have left customers and prospects wondering how their financial future will be affected. Join us for a webinar presented by the Right Capital team that discusses the financial planning opportunities associated with the SECURE Act including: Review the key changes of SECURE Act Planning opportunities with missing RMD year and Roth conversion Case studies to use with clients and prospects

Learning Objectives/Outcomes: 

After this session, participants will be able to: 

  • Help clients take advantage of financial planning opportunities related to the SECURE Act, including tax credits, student loan opportunities, child care expenses, and more 
  • Understand the key changes to retirement rule as a result of the SECURE Act

Instructor: Daniel Gregoire

Principle Knowledge Topic: Retirement Savings and Income Planning

Credits: 1