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New Issues in Qualified Plans and IRAs

Discover the latest insights and strategies shaping the world of qualified plans and Individual Retirement Accounts (IRAs) with this comprehensive...

Event 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
Taxes | 3 Credits
Arthur Werner
10:00 AM to 02:00 PM America/New_York

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.

Session Description Read Less

Event Instructors

Arthur Werner

Philadelphia, PA
Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

About Instructor Read Less

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

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