The SECURE Act and CARES Act: A Primer for Financial Advisors, Plan Sponsors and Consultants

Duration: 60

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

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) and the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law late 2019 and March of this year, respectively, have impacted millions across America including individuals, business owners, personal retirement and employer retirement plans. In this presentation, we review the major components of both pieces of legislation and how they might impact investors, businesses, plan sponsors and consultants.