Summary - 2026 Featured Webinars

Saver's Match: A New Growth Opportunity for Your Organization

Thursday, November 5, 2026

Learn what the SECURE 2.0 Saver’s Match means for your organization as the 2027 launch approaches. This course explores IRS Notice 2026-48— covering participant eligibility, Treasury's proposed payment framework, and the operational and reporting requirements that retirement industry professionals need to understand.

Learning Objectives

Distinguish the Saver’s Match from the existing Saver’s Credit.
Identify eligible individuals and qualifying contributions.
Describe which accounts can receive the Saver's Match.
Explain the proposed process for claiming and receiving the Saver's Match.
Recognize key reporting, distribution, and correction implications.
Discuss how the Saver's Match affects IRA and QRP documents.
Identify open questions and areas where additional guidance is anticipated.

Winning the Next Generation: Building Deposits through Tax-Advantaged Planning

Thursday, December 10, 2026

This webinar explores how tax-advantaged education, health, and retirement savings strategies can help deepen relationships across multiple generations. Participants will learn how 529 plans, Coverdell ESAs, Roth IRAs for working minors, and health savings accounts (HSAs) can serve as powerful tools for engaging children, grandchildren, and future heirs.

Learning Objectives

Identify opportunities to engage children, grandchildren, and future beneficiaries.
Create a multi-generational review process for existing clients to uncover additional deposit opportunities.
Evaluate how 529 plans, Coverdell ESAs, Roth IRAs for kids, HSAs, and other savings vehicles can strengthen family relationships.
Develop strategies to improve retention during generational wealth transfers.
Apply compliance considerations when discussing tax-advantaged savings strategies.