
25
Aug
Session GL-3
Description
"The SECURE Act of 2019 and CARES Act of 2020 and Their Possible Effect on Your Clients"
Stan Smiley, Esq., Sr Vice President of the Advanced Planning Group, Cetera
Agenda:
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Advisor/Members will be notified in advance by email with Zoom meeting details and specific content on each session.
*For registered rep use only
Stan Smiley, Esq., Sr Vice President of the Advanced Planning Group, Cetera
Agenda:
- Paul Ewing - Prosperity Leadership - Opening comments
- Brandon Hamil - Cetera Financial Group – Advisory Resources
- Stan Smiley - Head of Advanced Planning, Cetera Financial Group – Tax Update
- Questions and Answers
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Advisor/Members will be notified in advance by email with Zoom meeting details and specific content on each session.
*For registered rep use only
Date and Time
Tue, Aug 25, 2020
11:00a - 12:00p CST