Who can attend: Finseca members only Description: Get the insight from the experts to give you the edge with clients in talking about the 2020 election. Your lead advocate Armstrong Robinson will bejoined byexperts Mo Elleithee, former communications director for the Democratic National Committee, and Josh Holmes, political strategist and former Chief of Staff to...
Webinar – Creating a Tax Efficient Legacy under the SECURE Act; Sponsored by Securian
November 17 @ 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.
- Natalia Keene, JD
- Jay Kautt, JD