Broker Check
09 July
Estate Planning & Tax Planning- The impact of the Secure Act and Cares Act


With new legislation passed in the last year, there are very nuances to consider when looking at generational wealth transfers and how to navigate what can be a mind field of tax laws. We bring you two amazing members of the Cetera Financial Group's Advanced planning team to help guide you through what has changed and how it may impact you.   

This seminar is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Date and Time

Thu, Jul 09, 2020

3:00p - 4:00p PST


Zoom Webinar Link to be provided upon registration


Event Registration