IRA Planning After the SECURE Act

IRA Planning After the SECURE Act

May 27, 2020 @ 1:00 pm

Are you ready to rethink retirement income planning?

Online Course | $147 | 4 CE Credits + 1 Hour Bonus CARES Act and Retirement Planning Update

The SECURE Act is the most impactful retirement-focused legislation to pass in more than 10 years. Are you ready to help clients navigate this new terrain?

The bill changed retirement income planning and many rules around IRA contributions, distributions, RMDs and legacy planning – in some cases significantly.

We want to help you understand best practices and how to make the most of the tools now at your disposal under this legislation.

Join Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® for a special online course, “IRA Planning after the SECURE Act.”

During this four-part video series, we’ll explore:

  • Strategies to improve estate planning outcomes
  • New IRA contribution rules and things to consider when saving
  • The impact of age limit removals
  • Changes to RMDs
  • How mimic the Stretch IRA
  • Lifetime income options
  • And more!

Enroll in the course for just $147, and you can earn four continuing education credits.

As a bonus, we’re also including a special CARES Act recording. Jamie will lead this video session on how the $2 trillion economic stimulus package will impact retirement planning.

Don’t miss out on this opportunity to better serve your clients!

Register for our “IRA Planning after the SECURE Act” course today.


May 27, 2020 @ 1:00 pm
May 27, 2020 @ 2:00 pm
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