Workshop Preview Series
IRA Planning Workshop: Preview Series
In this 4-part workshop preview series, see how you can build your retirement planning skills and help your clients with advanced IRA and SECURE Act knowledge during the April 24–27 virtual workshop, IRA Planning Workshop: Secure Act Strategies for Guiding Clients Right Now.
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Wednesday, March 29, at 11:00 a.m. ET / 8:00 a.m. PT
(IRA Workshop Day 2 Preview)
Monday, April 10, at 4:30 p.m. ET / 1:30 p.m. PT
(IRA Workshop Day 3 Preview)
Wednesday, April 19, at 11:00 a.m. ET / 8:00 a.m. PT
(IRA Workshop Day 4 Preview)
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