Broker Check


November 16, 2017

8:00a - 10:00a

Ed Slott and Company's CPA Program

Ed Slott and Company's CPA Program

IRA planning is a complex topic. Decisions on what to do with retirement plan funds can affect your clients' taxes and overall retirement plan. This two-hour workshop will acquaint CPAs and Attorneys with IRA and retirement account planning rules and strategies. CPAs may earn up to two hours of CPE credit for attending this educational presentation.

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