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…
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You Ask, We Answer webinar: RMDs – To take or not to take
March 25 @ 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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