The SECURE Act’s Impact on Lifetime Income and Retirement Savings

You understand the SECURE Act’s major provisions, the tax benefits, the tax hurdles. What’s next?

Join Jamie Hopkins, Director of Retirement Research at Carson, and Judi A. Carsrud, Assistant Vice President of Federal Relations at the National Association of Insurance and Financial Advisors (NAIFA) as they explore the SECURE Act’s Impact on Lifetime Income and Retirement Savings.

You’ll learn about:

  • RMD & stretch changes
  • Multiple Employer Plans (MEPs)
  • The ways the SECURE Act can benefit small businesses
  • How the SECURE Act affected lifetime income option changes
  • And more!

Fill out the form to register for this on-demand webinar.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
Blog

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140