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Webinar | SECURE Act & IRAs: Key Changes & Planning Opportunities | August 12th at 2:00 pm Central

August 3, 2026

Register for the Lincoln Financial webinar dated August 12, 2026 at 2:00pm Central.

The SECURE Act fundamentally changed how inherited IRAs are taxed, and many clients still don’t fully understand the impact.

Join us for a fast-paced 20-30 minute webinar as we simplify the latest rules and show you practical planning opportunities that can help clients reduce tax exposure and preserve more of their legacy.

You’ll Learn:

  • What the elimination of the Stretch IRA means for beneficiaries
  • How the 10-year distribution rule impacts tax planning
  • The latest RMD requirements and common planning pitfalls
  • Where life insurance strategies can create more tax-efficient outcomes 
  • Practical conversations to have with clients right now

Why Attend?

Most of your clients have retirement assets. The SECURE Act may have significantly changed how those assets will be taxed when passed to the next generation.

In just 30 minutes, you’ll leave with actionable ideas to help clients minimize tax surprises, identify planning opportunities, and deliver even greater value.

Reserve your spot today!

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https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2026-08-03 08:40:472026-08-03 08:40:47Webinar | SECURE Act & IRAs: Key Changes & Planning Opportunities | August 12th at 2:00 pm Central
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