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
Go Fish: Find and Become a Valued Advisor to Business Owners
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …