Planning for the 99% in today’s environment | PFP learning library webcast archive
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Planning for the 99% in today’s environment | PFP learning library webcast archive

1 year ago · 1 hour 57 min watch

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Steve Siegel walks you through planning for the everyday client in light of the SECURE Act, CARES Act, and the political environment. “Simple” estate planning is a risk for many and Steve will discuss what you need to know to protect your clients.

In this webcast, you will learn:

  • The challenges for the planner in 2020 including making sure that clients understand the retirement plan distribution changes made by the SECURE Act and the opportunities presented by the CARES Act

Download the Handout: Planning for the 99% in today’s environment

File name: 20201027-todays-environment.pdf

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