SECURE Act-What's new now? webinar

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.

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.

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Patrice Konarik
Patrice Konarik

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patr... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
SECURE Act-What's new now?0.25 Any AnyWebinarCD-ROM Video Recording Patrice Konarik$345.00 Register Now
SECURE Act-What's new now?0.25 Any AnyWebinarSix Month On-Demand Recording Patrice Konarik$295.00 Register Now
Delivery Options

INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. 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!

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 an effective training tool. The weblink will be available to you (and anyone else in the company) for up to 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.

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 the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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