New Year, New Paradigm: What You Need to Know About the SECURE Act
Tuesday, January 7, 2020, 1:00 PM - 2:00 PM, ET
Presenters: Yvonne Olivere, JD, and Henna Shah, JD, LL.M.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act became law on December 20, 2019, effective January 1, 2020. Estate planning attorneys must understand the new paradigm created by the Act as well as its impact on clients and the beneficiaries of their retirement accounts. 

In this informative webinar, you will learn: 

  • Important provisions of the Act;
  • Practice development opportunities created by the Act;
  • Estate planning options available to clients and tips for counseling clients on these options; and
  • Considerations for amending or updating existing estate plans and drafting new plans for clients who are impacted by the Act. 

You will leave this webinar with the practical knowledge and confidence you need to help your clients navigate the new retirement planning landscape resulting from the SECURE Act.


Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 1/03/2020

1.0 CLE in AR, ME, MO, NJ, NY, OK, PA, TX, VT, CA (Board of Legal Specialization - Estate Planning)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. 

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for all WealthCounsel Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0