Planning Considerations for Retirement Benefits, Navigating the Post 2024 Rules

Heart of America Regional Meeting
Session VI
May 1 – 3, 2026
St. Louis, MO

Often the largest asset of our clients is their Retirement Plan. Lots changed with the SECURE Act and SECURE 2.0 and final 2024 Regulations. Its time to demystify these provisions and integrate them into your estate planning process to optimize the tax results of these plans for your clients. Learn more about best practices in dealing with Retirement Plans and planning opportunities.

Speaker: Kathleen R. Sherby