RESCHEDULED - IRA Planning After the SECURE Act
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RESCHEDULED -  IRA Planning After the SECURE Act

Are you and your clients ready to rethink retirement planning? The SECURE Act is the biggest and most impactful retirement-focused legislation in more than a decade. The bill changed retirement income planning and many rules around IRA contributions, distributions, RMDs and legacy planning – in some cases significantly.

3/26/2020
When: Thursday, March 26, 2020
1:00 - 5:00 pm
Where: WEBINAR
Chicago, Illinois 
United States
Contact: Kristin Prine
(303) 867-7185

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FPA of Illinois Members get a significant discount - $97 for this event. See your weekly member email update email for the discount code. Or contact Kristin Prine to obtain the code

 

The SECURE Act is the biggest and most impactful retirement-focused legislation in more than a decade. The bill changed retirement income planning and many rules around IRA contributions, distributions, RMDs and legacy planning – in some cases significantly.

 

Position yourself to better help your clients, and eventually their loved ones, through retirement and beyond. You need to understand best practices and how to make the most of the tools at your disposal under the SECURE Act. Let us show you how.

 

Join Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® and Dr. Craig Lemoine, CFP®, MRFC® for the “IRA Planning after the SECURE Act” session on March 26 in Chicago at the Illini Center located at 200 S. Wacker Drive.

 

During this in-depth, four-hour seminar, you’ll learn how to help maximize total after-tax wealth and improve estate planning outcomes. Jamie and Craig will go over how to mimic the Stretch IRA, contribution rules, grandfathering provisions, RMDs, rollovers and more – answering your biggest and most pressing questions.

 

The session is $99 for a limited time, and we are offering four continuing education credits through the event in partnership with the University of Illinois, Urbana-Champaign. Sign up before the price jumps to $597 on February 28.

 

Don’t overlook this significant shift in retirement planning. Dive into the details and register for “IRA Planning after the SECURE Act” today.

 


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