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As part of our transition to a new learning management system, access to courses, conferences, and certificates of completion is no longer available through your learning record. Registered participants now receive email communications with detailed instructions, access links, and certificates after a program.
If you have any questions, please contact Solutions Support at (800) 469-1352. We appreciate your continued support as we enhance your learning experience.
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.