In this meeting, hear how the SECURE Act will make impacts to retirement plans, including PEPs and back-dated profit-sharing plans.
Earn 3 CPE credits in Tax.
Guide to Retirement
Edward Rementer Jr. - J.P. Morgan Chase
This yearly guide illustrates retirement-related market trends and statistics through clear and concise charts and graphs to help financial advisors and their clients make more informed and confident retirement investment decisions.
SECURE Act Update
Kevin Drucker - Paychex
In the past year, many legislative changes have been made to retirement plans that could affect how financial professionals advise their clients. In this webinar, we’ll discuss the impact of these changes and what you need to know to give your clients the most accurate, up-to-date information. Topics will include the SECURE Act, Pooled Employer Plans (PEPs), qualified profit-sharing plans, and the latest retirement legislation.
Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.