Retirement Planning Under the Tax Cuts and Jobs Act: What You Need to Know
Learn how the new tax code will dramatically shake up your clients’ financial plans, savings plans, taxes, and investment portfolios.
With Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Wednesday, May 1, 2019 at 4:00 p.m. ET / 1:00 p.m. PT