April 22, 2021

Webinar: Beneficiary and wealth transfer planning after the SECURE Act

  About the program: Do your prospects and clients understand how the SECURE Act has impacted their planning? This program will discuss the expansion of contributions; new required beginning date (RBD); beneficiary distribution changes; and tax-efficient wealth transfer strategies. About the speaker: Steve Hamilton, J.D., CLU, ChFC is a Director of the Advanced Consulting Group…

May 20, 2021

Webinar: FAFSA Changes that WILL Impact Your Clients

Education Meeting

About the program: Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These…