Webinar Replay

Lawyerly Advice on Financial Advisor Obligations under The SECURE Act
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Guest Expert: Stephen Wilkes, Esq., Roberta Casper Watson. Esq.

This was an excellent session, led by Roberta Watson from The Wagner Law Group. Roberta’s presentation focused on the changes brought about from the SECURE Act to include changes to ...

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This was an excellent session, led by Roberta Watson from The Wagner Law Group. Roberta’s presentation focused on the changes brought about from the SECURE Act to include changes to RMDs, Covid-related distributions and loans and the new opportunities available with multiple employer plans.