Mid-Year: 2020 Essentials of Wealth Planning in an Uncertain World

Duration: 60 Minutes

Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, AIF, C(K)P, ARPC/ ARPS

Key Takeaways

  • The SECURE Act, which signifies the most substantial change to the retirement industry since the Pension Protection Act of 2006
  • The CARES Act and its impact on individuals, small businesses and retirement plans
  • Using a goals-based approach to retirement planning to provide clients with greater levels of satisfaction and motivation
  • Behavioral finance best practices, including helping clients deal with market losses
  • Assessing advisor personal biases and how these can be a predictor to their clients’ asset allocation