2024-06-20 BROADCAST CE - 1 HOUR

9:00 am - 10:00 am

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               "2024 Legislative Update"

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Joe Cerda, MBA, CLU

Brokerage Director, MassMutual Brokerage

At Large Member & Golf Committee Chair, NAIFA-Indiana

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(1 hour Indiana Insurance CE approved, 1 hour CFP approved, 1 hour CLE CE approved)

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Joe Cerda is a Brokerage Director for MassMutual and works with independent financial professionals to develop risk protection solutions for their clients. Services offered by Joe and his staff include case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.

 

Joe's education includes a BS from the University of California at Davis, an MBA from Indiana University and a CLU from The American College. In addition, he holds life, health, P&C and LTC licenses for Indiana and California. He is also securities registered with series 6, 63, 65, 7 and 24 licenses. Joe is also an approved MassMutual State CE Instructor for Indiana.

 

Joe is Past President of the Central Indiana Chapter of the Society of Financial Service Professionals and NAIFA Indiana. Currently, Joe is an At Large Member with NAIFA-Indiana, and chairs the 2024 Golf Committee.  Within MassMutual, he is Past President of the Brokerage Director Advisory Committee.

 

 

Course Objective

This course will discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed by Congress in 2019 to hep Americans better prepare for retirement.  In the final days of 2022, the SECURE 2.0 Retirement Savings Act (aka "SECURE Act 2.0") was signed into law, expanding the SECURE Act of 2019 and further strengthening the retirement system.  It adds dozens of new provisions designed to make it easier for Americans to save for retirement in individual retirement accounts (IRAs) and workplace plans.  Some changes kicked in last year, while others will start in 2024, 2025, 2026, and 2027.

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