The Finseca Elevate Annual Conference is designed specifically for professionals who are passionate about the financial security profession and want to learn and network with the best and brightest. This annual event is designed to inspire, educate, and celebrate the profession. Together, we will create an environment that enables people to protect and enhance financial…
- This event has passed.
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.
- Natalia Keene, JD
- Jay Kautt, JD