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Retirement Planning in Challenging Times: SECURE Act, CARES Act, and What’s Coming

March 2 @ 12:00 pm - 1:00 pm

Your clients may be wondering if they are on target for retirement, especially in light of all of the challenges we’ve experienced in the last year. These challenges may actually provide some unexpected opportunities, however. During this webinar, Steve Parrish will provide insight into retirement planning, focusing on these areas: the SECURE Act, Covid-19 and the CARES Act, Social Security insecurity, potentially new RMD (required minimum distributions) tables, tax uncertainty, and laws and regulations on the horizon, including the SECURE Act 2.0. Steve will walk through how to address some of the issues your clients may be facing (like potentially higher taxes in retirement, economic fluctuations, etc.) and how life insurance may assist with your clients’ retirement planning. We’ll wrap it up with several hypothetical case studies. Please join us as Steve provides his expertise on how to effectively walk your clients through the current retirement planning challenges, and some ideas on how your clients may boost their retirement savings.

Details

Date:
March 2
Time:
12:00 pm - 1:00 pm

Organizer

Pacific Life