WEBINAR

SECURE Act-What’s new now? webinar

CFT Credits: 0.25

Every week brings more news and clarifications of the “last-minute” SECURE Act that was signed into law on December 20, 2019 and made effective 12 days later on January 1, 2020.

Webinar Description and Intended Audience

Every week brings more news and clarifications of the “last-minute” SECURE Act that was signed into law on December 20, 2019 and made effective 12 days later on January 1, 2020.

Is it a rumor or is it a reg? There is a lot of misinformation being published on the internet. Don’t believe everything you read. Because we are still waiting for some finalized rules and guidance, beware of those who are saying what they “think” will happen vs what is actually written as a rule.

What You Will Learn

  • Who can postpone distributions to age 72?
    What is the difference between IRA Beneficiary Options for an EDB, DB and NDB?
    Who can still use the Single Life Expectancy Option?
    What triggers using the old beneficiary rules vs. the new beneficiary rules?
    When the new Life Expectancy Tables are released 2021, can we “grandfather” the old tables?
    What are the new philosophies on Financial and Estate planning due to the shortened beneficiary payouts?
    What are the estate payout options with the new rules?

Who Should Attend?
Anyone who is involved with opening, servicing and consulting on IRAs should attend. Trainers and Facilitators who need to update employees on all these changes and Financial and Estate Planners who advise and coordinate with clients should keep up with the latest information.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar Date Start Time End Date End Time Viewing Options - See Descriptions Above Price
AnyAny CD-ROM Video Recording $345.00
AnyAny Six Month On-Demand Recording $295.00
Register Now