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What Ever Happened to "And They Lived Happily Ever After?" (ABEN)

  • December 12, 2023
  • 3:00 PM - 5:00 PM
  • ABEN Webinar

What Ever Happened to "And They Lived Happily Ever After?" (ABEN)

Course #110016 | 2 L&H

Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on each individual to decide what is best for their retirement, needs and solutions are emphasized.

Learning Objectives: 
  • Retirement Plans of the Past and Today's Solutions
  • How to Organize Your Resources
  • Tax Free Strategies 
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