Washington Policy Update and Secure Act 2.0: Is Your Practice Ready?

Despite Washington’s political partisanship, the passage of Secure Act 2.0 last year set the stage for the strengthening of Americans’ financial readiness for retirement and the U.S. retirement system overall. Its implementation will usher in a new period of retirement system modernization – one that advisors need to be prepared for.

November 14, 2023
11am PT | 2pm ET
1 CE Credit
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Join Nationwide government policy and retirement experts in an interactive discussion that will include:

  • A legislative and political update, with insights on what advisors need to monitor in 2024 and beyond.
  • A review of Secure Act 2.0 reforms such as automatic 401(k) enrollment, required minimum distribution including age requirements, penalties, catch-up contributions and tax implications.
  • What advisors need to do to prepare their practices for policy change and take advantage of new opportunities to help clients achieve outcomes.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Hutch Schafer

Vice President, Business Development
Nationwide Retirement Solutions

Ben Brewster

Vice President
Nationwide Government Relations

Paul Eisenhardt, CIMA©

Head of Institutional Investments Distribution
Nationwide Financial

Lara Crigger


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Important Disclosures

Investing involves risk, including the possible loss of principal.

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

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