Financial Planning With SECURE Act 2.0 (CFP® CE)

Wednesday, Feb 8, 2023 at 2:00 PM ET

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Join RightCapital + Wealthbox for a CFP® CE-approved webinar on SECURE Act 2.0. Gain an understanding of the key changes included in SECURE 2.0 and how to apply them in your planning practice to best serve your clients. This session will explore:
  1. New planning opportunities that allow advisors to deliver more value, and discuss how to compare strategies using Wealthbox partner RightCapital’s financial planning software.
  2. How to engage clients and prospects around tax planning, including new opportunities associated with Roth conversions as well as tax-efficient savings strategies.

* This webinar is eligible for 1 CFP CE credit. Attendance for the entire live event is required.


Speakers

Daniel Gregoire

Training & Customer Relationship Manager

RightCapital

Chris Kopanski

Sr. Product Specialist

Wealthbox