The Original Secure Act & Secure Act 2.0 Retirement Planning Strategies

The Original Secure Act & Secure Act 2.0 Retirement Planning Strategies

The Original Secure Act & Secure Act 2.0 Retirement Planning Strategies

Overview

Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients' retirement planning needs. **Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit it to kori.herrera@acpen.com.

4.0 CPE Credits

Registration

Registration is open through 07/08.

Member Price

$129

Nonmember Price

$159

Tuesday, July 8

3:00pm to 7:00pm (Check-In 3:00pm)

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