BENEFITS
Earn 2 CPE credits.
HIGHLIGHTS
Learn about advanced distribution planning opportunities for Qualified Plans and IRAs. Followed by a primer on Estate Planning with retirement assets.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$10 late fee applied after 10/20. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.