You want your clients, and their loved ones, to get the most out of retirement planning. Then the SECURE Act passed, tightening the rules and rocking the industry.
You understand the bill’s major provisions, the tax benefits, the tax hurdles. What’s next?
Take a deeper dive into the SECURE Act with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, and Director of Retirement Research at Carson.
Jamie can help you master retirement income planning under this powerful piece of legislation. He’ll go over specific planning scenarios to answer your questions and prepare you to answer your clients’ questions, too, during “Dive Deeper Into the SECURE Act: Where Do You Go From Here?”
Learn how to help maximize your clients’ total after-tax wealth and better safeguard their assets. Watch our on-demand webinar today by filling out the form.
Recent Posts
Blog
Mixing Business and Pleasure: How Passion Prospecting Can Help Boost Your Growth Efforts
When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video …
Blog
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for …
Blog
Excell 2024: Meet the Sponsors for This Year’s Event
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your …
Blog
ReFrame | Dr. Patricia Villarreal
Join Ana Trujillo Limon as she interviews Dr. Patricia Villarreal, chief clinical officer for Expressive Wealth, about the Queen Bee Syndrome and how we can go on journeys of …