Overview
Discover the latest insights and strategies shaping the world of qualified plans and Individual Retirement Accounts (IRAs) with this comprehensive course. Tailored for financial professionals seeking to stay ahead of the curve, this course provides an in-depth analysis of new issues, regulations, and emerging trends impacting retirement planning. From legislative updates to innovative plan design strategies, participants will gain practical knowledge to enhance client outcomes and navigate compliance requirements effectively.
Explore a wide range of topics, including distribution planning, fiduciary responsibilities, and emerging trends like Roth conversions and Health Savings Accounts (HSAs). With a focus on real-world application and actionable insights, this course equips attendees with the tools and strategies needed to address clients’ evolving needs confidently. Stay ahead of the competition and unlock new possibilities in retirement planning. Don’t miss this opportunity to elevate your expertise and drive better outcomes for your clients in qualified plans and IRAs.
Event Sessions
Tuesday, July 9, 2024
Day #1
New Issues in Qualified Plans and IRAs
Event Instructors
Arthur Werner
All of our seminars and conferences are NASBA approved according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Virtual live instructor lead presentation
- Q&A with the live instructor
- Course materials (PDF & Sample Materials)
- One year access to course materials
- Completion certificate
