IRA Recovery Planning Workshop
Build your retirement planning skills and help your clients with advanced IRA, SECURE Act, and CARES Act knowledge. In this four-day intensive workshop you will learn how to point your clients to recovery as they deal with retirement planning, recession, and government stimulus programs.
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Virtual Workshop: November 12–17, 2020