Navigating Secure 2.0: Key Insights and Implementation Updates
This webinar will review what you need to know about the Secure Act 2.0 implementation and get the latest updates to the original law, as well as understanding audit implications with the new law.
Learning Objectives
At the end of this course, the attendee will be able to:
- Interpret the key elements and implementation details of the Secure Act 2.0, including the latest updates to the original law.
- Identify the audit implications associated with the new Secure Act 2.0 provisions and learn how to effectively manage compliance.
Presenters:
- Eric Glantz, CPA, Managing Director and Shareholder, Assurance Services, CBIZ CPAs P.C.
- Karen Roberts, CEBS, QKA, TGPC, Director, Client Consulting, CBIZ Investment Advisory Services, LLC
Additional Details:
Recommended CPE:Â This session is eligible for 1.0 CPE credit in Specialized Knowledge
Field of Study:Â Specialized Knowledge
Delivery Method:Â Group Internet Based
Program Level:Â Overview
Prerequisites:Â None
Advanced Preparation:Â None
*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.Â
For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.