Recent tax changes associated with the SECURE Act have left your clients and prospects wondering what the impact will be on their financial future.
This recorded webinar with Daniel Gregoire from RightCapital discusses the major changes and financial planning opportunities associated with the SECURE Act. You'll gain compelling insights that will help you review your clients' plans and respond to
Takeaways will include:
- Understanding the key changes in simple terms
- Planning opportunities for missing the RMD year and Roth conversion
- Relatable case studies to use with clients and prospects to address questions and concerns