Concurrent Session Onsite and Online
EST2317. Speed Round - SECURE in Small Bites
Four topics related to recent changes in retirement plans and their distributions will be presented by four different instructors.
- Recognize opportunities for clients to maximize retirement wealth
- Determine planning strategies to make the most of SECURE provisions
- Identify the changes brought by SECURE that affect your clients
NASBA Field of Study
3-4 years in the Profession