Financial Planning With SECURE Act 2.0 (CFP® CE)

Presented by

Watch this previously recorded RightCapital + Wealthbox 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.

*Attendance for the entire live event was required for CFP CE credit.


Daniel Gregoire

Training & Customer Relationship Manager


Chris Kopanski

Sr. Product Specialist


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