CPE Available: 1 hour
Learning Objectives:
1. SECURE ACT 2.0 Provisions in effect in 2025
2. SECURE ACT 2.0 Provisions in effect in 2026 & Beyond
3. Tax Consequences of SECURE ACT 2.0
4. How to prepare for tax consequences of SECURE ACT 2.0
Prerequisites: None
Speaker: Ryan Canales CPFA® Director of Institutional Retirement Plans
Ryan specializes in the efficiency and compliance of both Qualified and Nonqualified Retirement Plans, and Institutional Money Management. Ryan is a multiyear nominee for Retirement Plan Advisor of the Year, by Plan Adviser Magazine. Ryan believes in continuous learning and has earned the designation of CPFA, Certified Plan Fiduciary Advisor. Advisors who earn their CPFA demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans. This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA®). By earning the CPFA, one can "demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities." Ryan holds a Bachelor's Degree in English Literature and Communication Arts, from St. Mary's University in San Antonio, TX. Ryan currently lives in Bulverde/Spring Branch, Texas, with his wife Irene, four children, and their dog Roxy. In his spare time, Ryan enjoys fishing, golfing, camping, hunting, NASCAR, auto racing, and working on classic cars.