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This one-hour webinar will provide participants with information about the impact of the recently enacted Setting Every Community Up for Retirement (SECURE) Act enacted by Congress in late December 2019 on retirement planning for their clients. After a summary of the significant changes that SECURE made in the retirement planning area, participants will learn why the SECURE Act should prompt a review of their clients’ existing beneficiary designations for IRA’s and 401(k) plan benefits.
February 25, 2020
Ralph Z. Levy, Esq.
Ralph Z. Levy Jr., Esq.
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