Aspirations Discovered and Achieved

This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit towards Professional Recertification credit only. The proctored version for state CE is currently being reviewed for state insurance CE approval. *State CE pending. PRP available for students.

This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes.

This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients.

This course provides an overview of the foundational IRA beneficiary knowledge needed to achieve IRA success for financial professionals and their clients.?Students identify the right questions to ask to avoid potential IRA beneficiary mistakes.