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01.05.2023 - Secure 2.0

Attendees Rating:

Excellent (88%)
Average (12%)
Below Average (0%)

PJW@wordhousew…

Fri, 01/06/2023 - 11:38

Comments
Looking for the slides.

Missy Davis

Fri, 01/06/2023 - 12:41

Comments
A few comments from listeners:
Great topic and nice job by Bob dealing with new SECURE 2.0 in such a timely manner
- James M.

I appreciate the presentation and the speed with which you got it together. I know there's a ton of unknowns still, but the overview was necessary and well presented!
- Scott S.

Lots of new ideas. Roth conversions new opportunities, student loan planning opportunities, RMD age changes
- Angela D.

Reinforces the value of working with a trusted, knowledgeable advisor going forward. Too much for most individuals to keep up with.
- Bob M.

Lots of stuff in this Act! Great summary slides to use to dig in deeper on relevant topics for my client base.
- Larry F.

Bob was great as always. Thanks, Tom, for connecting with Bob for these programs. I look forward to the future ones with Bob.
- Lee C.

Wow, so many miniscule details that may not have been fully anticipated before this was voted into law. Sounds like going to be a real headache for advisors, CPAs, benefits managers, HR folks to understand and implement some of these provisions. Job security for sure!
- Chris H.

Great presentation - I have done a lot a reading on SECURE Act 2.0 and this presentation me more clarity of certain issues which I had questions on.
- Gary W.
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Bob Keebler

SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules contained in the bill. The best way to get a jump start and prepare for SECURE 2.0 is to join Bob Keebler in this exclusive webinar

Attendees Comments:

Looking for the slides.
A few comments from listeners:
Great topic and nice job by Bob dealing with new SECURE 2.0 in such a timely manner
- James M.

I appreciate the presentation and the speed with which you got it together. I know there's a ton of unknowns still, but the overview was necessary and well presented!
- Scott S.

Lots of new ideas. Roth conversions new opportunities, student loan planning opportunities, RMD age changes
- Angela D.

Reinforces the value of working with a trusted, knowledgeable advisor going forward. Too much for most individuals to keep up with.
- Bob M.

Lots of stuff in this Act! Great summary slides to use to dig in deeper on relevant topics for my client base.
- Larry F.

Bob was great as always. Thanks, Tom, for connecting with Bob for these programs. I look forward to the future ones with Bob.
- Lee C.

Wow, so many miniscule details that may not have been fully anticipated before this was voted into law. Sounds like going to be a real headache for advisors, CPAs, benefits managers, HR folks to understand and implement some of these provisions. Job security for sure!
- Chris H.

Great presentation - I have done a lot a reading on SECURE Act 2.0 and this presentation me more clarity of certain issues which I had questions on.
- Gary W.