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You Ask, We Answer webinar: RMDs – To take or not to take

March 25, 2021 @ 1:00 pm - 1:30 pm

As your clients begin close the proverbial book on their 2020 taxes, some will be ready to turn their attention to 2021. How will RMDs play into your clients’ 2021 financial security plan given all the recent changes? In this special Finseca Product Intelligence edition of You Ask We Answer, we welcome retirement expert Steve Parrish to discuss the questions of RMDs in 2021. Come with questions from our expert and use the content as a reason to reach out to your clients.

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March 25, 2021
1:00 pm - 1:30 pm

Forum 400 Annual Meeting

San Diego, CA Registration details to come. Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.


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