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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.

Speakers:

  • Natalia Keene, JD
  • Jay Kautt, JD

Access through Finseca 360

Details

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