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DTSTAMP:20260621T230436Z
DTSTART:20270330T130000Z
DTEND:20270330T203000Z
SUMMARY: Retirement Advising: Accumulation and Decumulation Strategies 26-27
DESCRIPTION: This course offers an in-depth look at retirement needs models\, their flaws\, and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes\, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period.Delivery Method: Individual webcastCPE Credit: 8Program Level: Basic                                                                      \n  
CLASS:PUBLIC
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