2026 SECURE Act 2.0 Update New Estate & Retirement Planning Strategies
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CREDITS: 1
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: 7/27-30 or 8/10-13 or 8/19 or 9/14-17 or 9/24 or 10/21
TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern - Seminar Duration is 2 Hours
LOCATION: All New (2026) Pre-Recorded Webinar With Live Q&A
There are many tax-related provisions within SECURE 2.0 which have become effective in 2026 and in 2025. This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.
Topics & Learning Objectives Include:
- Increase in RMD Age
- Mandatory Automatic Enrollment
- Contribution Limits
- Student Loans
- Part-Time Employees
- IRC §529 Plan to Roth Rollovers
- Planning Opportunities
- New Retirement Planning Strategies
- And Much More!
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Pensions, Estate & Trusts and Elder Law issues.
- Program Level: Overview
- Prerequisites: Basic Knowledge of Federal Retirement Plan Taxation
- Advance Preparation: None Required
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