August 27, 2025

Webcast Replay

2 CPE

SECURE Act 2.0 – Retirement Planning Update: Everything you Need to Know

August 27, 2025
Webcast Replay
2 CPE

SECURE Act 2.0 – Retirement Planning Update: Everything you Need to Know

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    Instructor

    Arthur
    Werner

    View Bio

    Arthur Werner, J.D., M.S.

    Bio

    Arthur Joseph Werner, J.D., M.S. (Taxation)

    Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

    In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

    Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Discover the latest updates in retirement planning with a comprehensive course tailored for seasoned financial professionals. Dive into the intricacies of SECURE Act 2.0 and unlock valuable insights to optimize retirement strategies. From innovative savings methods to tax-efficient approaches, participants will gain practical knowledge to navigate the evolving landscape of retirement planning with confidence. Through in-depth discussions and practical examples, this course equips attendees with the tools needed to adapt to the changes brought by SECURE Act 2.0. Learn how to leverage new retirement plan options, understand revised contribution limits, and assist clients in complying with altered regulations. With a focus on actionable strategies and real-world applications, this course empowers financial professionals to stay ahead in today's dynamic retirement planning environment.

Learning Objectives

 Identify the key components of retirement planning strategies.  Describe the implications of SECURE Act 2.0 on retirement plans.  Discuss innovative strategies to maximize retirement savings.  Compare tax-efficient methods for navigating new retirement plan options.  Evaluate estate planning techniques aligned with SECURE Act 2.0 changes.  Recognize altered rules for Required Minimum Distributions (RMDs) and their implications.  List retirement planning tools and incentives offered by SECURE Act 2.0.  Explain how to adapt estate plans to optimize benefits under SECURE Act 2.0.

Major Topics

 Overview of SECURE Act 2.0  Maximizing Retirement Savings  Tax-Efficient Retirement Planning  Estate Planning Strategies  Altered Rules for RMDs  Retirement Planning Tools and Incentives  Adapting Estate Plans

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Tax
  • Taxation

Prerequisites

Basic understanding of current retirement planning concepts

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and other tax professionals

Provider

Werner-Rocca

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