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Retirement Laws and Regulatory Updates: Keep Your Firm Current – Sponsored by Paychex
Monday, November 3, 2025 | 1:00 pm - 2:00 pm
Speaker: Jessica Curtain, QKA, QKC, CPFA, TGPC
Many changes, trends, and possibilities surround the retirement landscape for employers and workers at every stage of a career life cycle. Join us for an insightful CPE webinar and ensure your firm is up to speed on the latest regulatory updates and emerging trends that may enhance financial future planning. Gaining knowledge of today’s key provisions and tax incentives provides a tremendous opportunity to help you, your firm, and your clients save more for tomorrow, reduce today’s tax liabilities, and maximize retirement security.
Learning Objective:
- Identify today’s retirement landscape
- Review key 2025 retirement plan provisions and tax incentives
- Highlight emerging retirement plan industry trends
- Acquire resources and solutions for your firm to help maximize retirement outcomes
