November 4, 2025


Webcast Replay


2 CPE

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

November 4, 2025
Webcast Replay
2 CPE

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

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    Instructor

    Arthur
    Werner

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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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