Upcoming webinars

November 17

Creating a Tax Efficient Legacy under the SECURE Act; Sponsored by Securian

Time: 1:00 p.m. – 2:00 p.m.

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

December 8 

Building your Bucket List with Ben Nemtin; Sponsored by Brighthouse Financial

Time: 1:00 p.m. – 2:00 p.m.

More information to come

Access through Finseca 360

 

 

December 9

Networking – You Ask, We Answer

Time: 1:00 p.m. – 2:00 p.m.

More information to come

Access through Finseca 360