IRA Planning After the SECURE Act
Regional Events

IRA Planning After the SECURE Act

March 3, 2020 @ 1:00 pm

Are you and your clients ready to rethink retirement planning?

March 3   |   1 p.m. – 5 p.m.   |   Marriott Marquis Houston  |   4 CE Credits   |   $597

The SECURE Act is the biggest and most impactful retirement-focused legislation in more than a decade. The bill changed retirement income planning and many rules around IRA contributions, distributions, RMDs and legacy planning – in some cases significantly.

Position yourself to better help your clients, and eventually their loved ones, through retirement and beyond. You need to understand best practices and how to make the most of the tools at your disposal under the SECURE Act. Let us show you how.

Join Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® for the “IRA Planning after the SECURE Act” session on March 3 at the Marriott Marquis Houston located at 1777 Walker Street.

During this in-depth, four-hour seminar, you’ll learn how to help maximize total after-tax wealth and improve estate planning outcomes. Jamie will go over how to mimic the Stretch IRA, contribution rules, grandfathering provisions, RMDs, rollovers and more – answering your biggest and most pressing questions.

The session is $597, and we are offering four continuing education credits through the event in partnership with the University of Illinois, Urbana-Champaign.

Don’t overlook this significant shift in retirement planning. Dive into the details and register for “IRA Planning after the SECURE Act” today.



March 3, 2020 @ 1:00 pm
March 3, 2020 @ 5:00 pm
Event Category:
Regional Events