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Webinar – Creating a Tax Efficient Legacy under the SECURE Act; Sponsored by Securian

November 17, 2020 @ 1:00 pm - 2:00 pm

At the end of 2019, the SECURE Act was passed, which impacted retirement planning, and in some cases, quite dramatically. Take for instance the removal of the stretch IRA-previously a key estate planning and wealth transfer tool.  Please join Securian’s Advanced Sales team for a discussion of the SECURE Act, its impact on your clients’ estate planning, and ideas on how to create a tax-efficient legacy.

Speakers:

  • Natalia Keene, JD
  • Jay Kautt, JD

Access through Finseca 360

 

Sponsored by:

Details

Date:
November 17, 2020
Time:
1:00 pm - 2:00 pm

Finseca Leadership Forum | Digital Event

A digital event designed with leaders in mind. Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams while connecting with other leaders within the profession. Conference participants will be motivated and fueled by their sense of purpose to keep learning, push the boundaries of what leadership looks like, and be connected to…