Back to Search

Keeping Retirement SECURE - New Act...New Opportunities Webinar


Sept. 27
1:00 - 2:00 p.m.

CPE Credits



PICPA Member: $50 | Nonmember: $74

 More Information

Course No.
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.


  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations


You May Also Like

Long-Term Care Insurance: Make the Switch Webinar
Oct. 28 | Webinar
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term ...
Eldercare Financial Scam Protection Webinar
Oct. 25 | Webinar
Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive ...
At Capacity: The Tough Questions Webinar
Dec. 7 | Webinar
Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and ...