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.
Speakers Include:
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Robert K. Kirkland, JD, LLM of Kirkland Woods & Martinsen LLP | SECURE Act 2.0 & Recent Developments in Estate Planning for Retirement Benefits
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Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP of Carson Group | Securing Up Client Retirement Plans Post SECURE Act 2.0
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Brandon Buckingham, JD, LLM of Prudential Financial | The Perfect Storm for Retirement and Estate Planning: Why Now is the Time for Clients to Plan
Continuing Education Available: 3 CFP® credits, 3 CPE (accounting) credits, and 3 Professional Recertification (formerly PACE) credits have been applied for. $5.00 fee per discipline.
Cost (includes live event, presentation materials, and on-demand access):
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FSP & NAIFA Members:
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Live Event: FREE
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CFP® Credit: $5.00
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CPE/Accounting Credit: $5.00
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Prof Recertification (PACE) Credit: $5.00
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Non-Members
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Live Event: $49.00
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CFP® Credit: $5.00
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CPE/Accounting Credit: $5.00
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Prof Recertification (PACE) Credit: $5.00
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NAIFA members can use code APC050923 at checkout for free event registration.