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.