Wednesday, March 29, 11:00am - 11:30am (EDT)
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24h
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Register here:
https://horsesmouth.zoom.us/webinar/register/WN_31W4t8SgS1Sykh0ayZSfIw
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, IRA Planning Workshop: Secure Act Strategies for Guiding Clients Right Now:
http://www.horsesmouth.com/iraworkshop
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.
This preview will cover Day 2 of the workshop and the following sessions:
Session 3 cont: Contributions and Deductions
Session 4: Integrating IRA Planning with the Client’s Overall Plan
Session 5: Roth planning for 2023 and beyond
Register here:
https://horsesmouth.zoom.us/webinar/register/WN_31W4t8SgS1Sykh0ayZSfIw
https://horsesmouth.zoom.us/webinar/register/WN_31W4t8SgS1Sykh0ayZSfIw