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Webinar ~ Secure Act Update

In response to Covid19, FSP Hartford will continue to provide quality, low cost educational offerings as online webinars with CE for CT State Insurance and CFP.    Once you register, you will receive a direct email from gotowebinar with call in and log in information.  As we get closer to the event, we will also send you tips and instructions about webinar rules.        
 
FSP Hartford is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals .     We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).
 
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Thursday, April 16, 2020
9:00 AM - 11:00 AM

Location

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Member Fee $20.00
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Guest Fee $30.00
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Agenda

 


Sean Thomas, QPA, QKA, ERPA
Principal
Wells Thomas, LLC

Apr 16 2020 9:00AM


SECURE Act – Provisions that impact employer sponsored qualified plans


The SECURE Act contains the most significant legislative enhancements to the private-sector retirement system in over a decade. The presentation will provide an overview of the wide range of changes as they relate to employer sponsored retirement plans. In addition, participants will gain an understanding of how these new provisions impact the compliance landscape for existing or new retirement plans.


Apr 16 2020 10:10AM


SECURE Act For Financial Professionals – SECURE-ing Lifetime Income


The SECURE Act introduces widespread changes at both the employer and individual level relative to retirement plans and savings for retirement. It both expands provisions to encourage small employers to adopt retirement benefit plans, expands coverage and then pays for this via changes at the individual level.

Nearly every Financial Professional has clients with large IRA or 401k accounts; often those accounts make up a significant portion of the client’s net worth and may be more than clients need to live on. Many Financial Professionals may also work with Employers who have or are looking to adopt a retirement plan benefit. As such, a strong understanding of the SECURE Act is critical for many Financial Professionals.

This will help a financial professional’s skills in that they will better understand of the SECURE Act and various approaches available to specific, common, client situations. They will understand the background for each approach, how each might further (or hinder) a clients overall wealth transfer objectives and what risks a client will be taking on with each approach.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
Apr 16, 2020 SECURE Act – Provisions that impact employer sponsored qualified plans Sean Thomas, QPA, QKA, ERPA 9:00 A 1.00 1.00
SECURE Act For Financial Professionals – SECURE-ing Lifetime Income Mark A. Teitelbaum, JD, LLM, CLU, ChFC 10:10 A 1.00 1.00



Registration Fee
Member
$20.00
 
Non-Member
$30.00