Continuing Education Course List
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Training and Education for Retirement Plan Advisors and Wealth Managers
*This course is eligible for 1 hour of CE credit towards SHRM, CPE, CFP, CIMA, CPWA, CIMC and RMA designations.
This course provides an overview of the many aspects of the new retirement related legislation known as SECURE 2.0. This bill makes significant changes to most aspects of the retirement environment including expanded contribution limits and credits, enhancements of SIMPLE IRA arrangements, emergency saving account options in 401(k), and matching of certain student loan payments. In addition, we cover changes to excesses, corrections, RMD and rollover rules. Lastly, the timing, amendment and effective dates of key provisions will be discussed.
Courses Coming Soon
State-sponsored Retirement Plans: Connecticut
State-sponsored Retirement Plans: Massachusetts
State-sponsored Retirement Plans: Colorado
State-sponsored Retirement Plans: Maine
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