Are you making the most of the recent tax changes from the SECURE Act? Join Morningstar and RightCapital for a webinar that discusses the financial planning opportunities associated with the SECURE Act.
In this webinar, Daniel Gregorie, the Training Lead at RightCapital, will:
Discuss the key changes of the SECURE Act
Uncover planning opportunities due to missed RMD withdrawals and Roth conversions Discuss the key changes of the SECURE Act
Go over case studies to use with clients and prospects