Retirement Planning
February 17th 2020

Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change

The SECURE Act likely impacts everyone's retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.

There is a high likelihood the SECURE Act will affect your retirement planning. Passed into law in December 2019, the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” created the most significant changes to retirement income planning since 2006.

More than 100 people attended our webinar on February 12 to learn how they will be impacted and what they can do about it.

Watch this on-demand replay, where Principal and Senior Wealth Advisor, Howard Hook, CFP®, CPA, answers these questions and more:

  • How does the SECURE Act change my ability to save for retirement?
  • How will the SECURE Act impact the amount of money I wish to leave to my children and grandchildren?
  • Is my current estate plan still going to work?
  • What is the best way to pass on my IRA?
  • Does it make sense to take out student loans and also contribute to a 529 plan for my children?

Learn how the SECURE Act will impact your retirement and estate planning and what strategies you can use to mitigate these problems and more.

VIEW WEBINAR

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