IRA Planning Workshop: SECURE Act/CARES Act Strategies for Guiding Clients Right Now
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 help your clients as they deal with retirement planning, recession, and government stimulus programs.
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
November 15–18, 2021