These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
May 1, 2024
Secure Act 2.0 Update
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST
- Target Audience: Mid-career Agent
Join us for an insightful webinar delving into the comprehensive implications of The Secure Act 2.0. This dynamic session is designed to provide you with a deep understanding of the latest changes in retirement and tax legislation, equipping you with the knowledge to make informed financial decisions.
Here are some of the key highlights you don't want to miss:
- Gain a comprehensive understanding of the updated legislation and how it directly impacts your retirement strategy.
- Dive into the latest contribution limits, deadlines, and catch-up rules
- Learn about the valuable small business tax credits that can boost your financial success.
- Engage directly with our presenter to have your specific queries addressed.
Don't miss out on this enlightening webinar—reserve your spot now to guarantee your seat!
Speaker: John Paul Ruiz
John Paul Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. With his comprehensive knowledge of investments in alternative assets, his consulting and training expertise is sought after professionals in the real estate and self-directed IRA market.
Ruiz has become well-known in the industry for his ability to help individuals understand how to create selling opportunities by using self-directed IRAs. He has taught hundreds of courses across the country to different audiences; these include investors, REALTORS®, financial professionals, and IRA industry employees.
Ruiz earned the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and holds a Certified IRA Service Professional (CISP) certification through the American Bankers Association’s Institute of Certified Bankers (ICB).