Area of Focus Sessions

EST2605. Inherited IRA Beneficiaries After SECURE

Date/Time

Jun 9, 2026

2:40 –3:55 PM PDT

(1h 15m)

CPE Credits

1.5

NASBA Field of Study

Taxes

Level

Overview – (for individuals at all organizational levels)

Prerequisites

For individuals at all organizational levels

Session Tags

Advanced Estate Planning

Speakers

Image of Jeffrey Levine

Jeffrey Levine

CPA/PFS, CFP, ChFC, RICP AIF, CWS, BFA, MSA

Chief Planning Officer

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