SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.
2 min read
What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning
Topics: Retirement Planning Advanced Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
1 min read
NAIFA's Members-Only Deep-Dive Webinar on SECURE 2.0 Legislation Is Tomorrow
NAIFA Webinar: Secure 2.0 Has Passed: What the Law Means for You & Your Clients
January 26, 2023 | 11 AM eastern
It's not too late to register for this members-only webinar. SECURE 2.0 and the RILA Act were signed into law late last year, bringing significant changes to how Americans can prepare for retirement and use registered index-linked annuities in their planning.
Topics: Retirement Planning Legislation & Regulations Webinar Federal Advocacy SECURE 2.0
1 min read
Exclusive Event: NAIFA Webinar to Take a Deep Dive into SECURE 2.0 Retirement Legislation
NAIFA Members Only!
Secure 2.0 Has Passed: What the Law Means for You & Your Clients
January 26 | 11 am eastern
.png?width=300&height=300&name=Dan%20Finley%20Coaches%20Circle%20(300%20x%20300%20px).png "Dan Finley Coaches Circle (300 x 300 px)")
