Conference
SECURE Act 2.0 What’s in Effect Now and What’s Coming in 2026
$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: May 22, 2026 7:30 am
Course Level
Update
Format
Conference
Course Description
SECURE Act 2.0 introduced sweeping changes to retirement planning, many of which are already in effect— and more are on the way through 2026. This course offers a practical, up-to-date look at the law’s current impact on tax planning, contribution rules, RMDs, plan design, and employer responsibilities. It’s built for professionals who need to guide clients and business owners through ongoing compliance and planning challenges.You’ll get real-world strategies for implementing the latest changes, plus a clear look at what’s still ahead. Topics include new RMD start ages, Roth catch-up requirements, expanded plan eligibility, automatic enrollment rules, and tax-advantaged options for both savers and employers.
Learning Objectives
Identify key provisions of SECURE Act 2.0 currently in effect and upcoming through 2026 that impact retirement planning and compliance.
Analyze changes involving required minimum distributions (RMDs), Roth catch-up contributions, expanded plan eligibility, automatic enrollment rules, and employer-sponsored retirement plans.
Apply practical tax and planning strategies to help individuals and business owners navigate retirement savings opportunities, plan design changes, and ongoing compliance requirements.
Course Specifics
26CNewOrleans-Fri-A1
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02805-26-I
IRS Federal Tax Update Credits: 2
CFP Provider Number: 3199
CFP Course Number: 349498
CFP Credits: 2
CTEC Course Number: 2071-CE-02248
CTEC Federal Tax Update Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and …