The recording of this webinar will be available and CE-eligible within the month.
Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at Kitces.com, for the January Kitces Monthly Webinar where he’ll walk through the full range of measures included in SECURE Act 2.0 and the planning considerations for financial advisors.
In this webinar, advisors will learn:
- The key provisions of SECURE 2.0
- The types of clients who are most likely to be affected by the legislation
- Retirement planning opportunities created by SECURE 2.0
