Exciting Financial Planning Opportunities with the SECURE Act (CFP CE)

February 19th at 1:00PM EST

Recent tax changes associated with the SECURE Act have left customers and prospects wondering how their financial future will be affected. Join us and our partner Redtail Technology for a webinar that discusses the financial planning opportunities associated with the SECURE Act including:

  • Review the key changes of SECURE Act
  • Planning opportunities with missing RMD year and Roth conversion
  • Case studies to use with clients and prospects

 

Plus, those who attend* the webinar will receive 1 CFP CE credit as well as FREE PowerPoint slides to use with clients or prospects. 

 

Join RightCapital on February 19th at 1:00pm EST for our live webinar with Q&A.


 

About  

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, compliance-approved text messaging and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. 

 

About RightCapital

RightCapital is a next generation financial planning software. A user-friendly interface and interactive, easy to use tools help advisors simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.

 

*Note: You must attend the live webinar in order to receive CE credit. 

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