SECURE Act from a Client's Perspective-an example with numbers

  • Webinar open to advisors only

  • This webinar will describe the planning options available to clients through an example with numbers to help you better explain the options to your clients

  • Feedback from our June SECURE Act advisors-only webinar:

    • Thank you for the great webinar. It was extremely informative and well-done.

    • Very helpful.  Couldn't write notes fast enough.