A financial advisor from Seymour recently completed his semiannual training with Ed Slott and Co. LLC by participating in a workshop May 12 and 13.

Galen D. Krumme with JCB Investment Services participated in the invite-only workshop, which provided technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

“Retirement planning laws and regulations are ever-changing, and now, with talks of the so-called SECURE Act 2.0 making its way through Congress, we can anticipate even more changes in the near future,” Krumme said in a news release.

The workshop featured a look at the regulations recently released by the IRS in 2022 that provide guidance on many parts of the SECURE Act, which was signed into law in December 2019.

It also included an in-depth look at the IRS’s proposed SECURE Act regulations that provide guidance on many parts of the law, including eligible designated beneficiaries with explanations and examples, determining the eligibility of EDBs, successor beneficiaries with explanation and examples, the impact of SECURE Act regulations on trusts and examples and more.