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While you can easily access what’s inside the SECURE 2.0 Act, The College’s experts distill what SECURE 2.0 actually means for your entire client base – from those planning for retirement to others actively in the decumulation or distribution phase.

Benefit from a suite of learning which includes:

  • A detailed updates presentation with retirement planning experts Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Adjunct Professor of Advanced Planning, and Ed Slott, CPA, Professor of Practice
  • A short video on key IRA impacts for advisors
  • A fast-facts “cheat sheet” to inform advisors on important provisions
  • An in-depth article outlining major points

$79.99 to access this essential 2023 knowledge.

CFP® and College CE credit available!



How is this Thought Leadership Series delivered?

This program is an asynchronous, on-demand offering where advisors can watch the videos and consume content at their own pace, as well as download and access resources on their own time.

Is CE credit available?

Yes. The College is offering 1 CE credit toward its Professional Recertification Program (PRP), as well as 1 credit of CFP® CE. Learners must score a 70% or higher on the short post-video quiz to receive their credit. Make sure to enter your College student ID and/or CFP® number before completing the quiz.

Who can enroll, and what is the program tuition?

The College’s Thought Leadership Series is built for every financial services professional. Current College students and alumni receive a discounted rate. All other learners can access the program for $79.99.

Meet Our Experts

Steve Parrish Headshot

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®

Adjunct Professor of Advanced Planning
The American College of Financial Services

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, who also serves as co-director of the American College Center for Retirement Income, has over 45 years of experience as an attorney and financial planner. He is an expert on retirement, estate, and business owner succession planning and a recognized industry authority, spokesperson, and author. He serves as a columnist for both Forbes and Kiplinger and is a contributing author to the 2023 e-textbook Retirement Plans and Retirement Planning.


Ed Slott Headshot

Ed Slott, CPA

Professor of Practice
The American College of Financial Services

Ed Slott, CPA, President and Founder of Ed Slott and Company, LLC, is a contributor to The College’s Retirement Income Certified Professional® (RICP®) Program and the Ed Slott and Company’s IRA Success program. As a nationally-recognized IRA distribution expert, professional speaker, and best-selling author, he has an unrivaled ability to turn advanced tax strategies into understandable and actionable advice.