Please Join Us! 

2026 Estate Planning Teleconference Series

November 17, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA

3rd floor

Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.  

Topic: QUALIFIED RETIREMENT PLANS AND IRAS: PLANNING UNDER SECURE 2.0 ACT OF 2022 AND 2024 FINAL REGULATIONS

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this webinar the following critical components of this estate planning subspecialty:

• Determining required beginning date, required minimum distributions and designated beneficiaries

  • Features of conduit trusts, accumulation trusts and applicable multi-beneficiary trusts

• Powers of appointment and trust modifications (or potential for trust modifications)

• Taking maximum advantage of special rules available only to an employee/participant’s spouse

• Avoiding penalties applicable to qualified plans and IRAs

This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials. 

Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.

REGISTER HERE