Keynote - 5 High-Value Retirement Tax Planning Conversations …After the SECURE Act
8:30 AM - 9:45 AM
The SECURE Act changes everything about retirement planning for your clients. It’s effective now – in 2020 – and touches every client with a retirement account. This presentation will feature the 5 best IRA, tax, retirement, life insurance and estate tax planning strategies, after tax reform, and how to identify the clients who will benefit most from them. These are all high-value conversations advisors can have immediately with clients, prospects, CPAs and other referral sources. Learn how to develop these practical planning strategies to showcase your expertise and increase your income.