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:

Workshop leader, Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, AIF®, will be providing a look into what he'll be covering during each day of his workshop and how it can benefit you and your clients. He'll field some of your questions as well. 

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