Lessons Learned from Retirement Income in 2024 and Beyond
Date: December 12, 2024
Time: 2:00 pm - 3:00 pm EST
SECURE Act of 2019 was the spark that ignited retirement income solutions in recent years and since then, the landscape has evolved rapidly. From new solutions to technology and beyond, this webinar will look back at lessons learned in 2024. Then, we will look ahead to what is on the horizon in 2025.
By the end of the session, attendees will be able to:
- Learn 5 lessons from 2024 about retirement income.
- Identify trends in the retirement income space and how it impacts retirement plan advisors’ business.
- Project what’s on the horizon for in-plan retirement income solutions in 2025 and beyond.
This live webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
This live session is pending 1 credit of the Ethics and Professional Responsibility component for IAR CE. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA of any of its member jurisdictions.
