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 at Nationwide. Steve has over 30 years of experience in the financial services industry. He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance. His areas of specialty include estate planning, business succession, and IRA/annuity distribution options. Steve believes that the most important element in the financial planning process is starting with what the client wants and understanding their unique situation.

Continuing Education – FPA NEO will request credit for this program, which will offer one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.

Reservation Policy – This webinar program is complimentary for members and $15 for nonmembers. All attendees are encouraged to register in advance to ensure there is time to receive appropriate webinar login credentials.