Leaders

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

Written by NAIFA | 4/20/23 3:00 PM

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:

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):

  • FSP & NAIFA Members:

    • Live Event: FREE

    • CFP® Credit: $5.00

    • CPE/Accounting Credit: $5.00

    • Prof Recertification (PACE) Credit: $5.00

  • Non-Members

    • Live Event: $49.00

    • CFP® Credit: $5.00

    • CPE/Accounting Credit: $5.00

    • Prof Recertification (PACE) Credit: $5.00

NAIFA members can use code APC050923 at checkout for free event registration.