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2020 Teleconference & Archive Bundle: Moving the Needle With Your Clients’ Retirement Asset Planning

The disposition of retirement assets remains a very common concern among our clients. Rich, poor or in between, just about everyone needs guidance on preserving and managing these assets in a tax-efficient manner. We owe it to our clients to possess and maintain a high degree of expertise concerning these issues. Areas in which special expertise is required include the following:

  • Taxation and Distribution Rules for IRAs and Qualified Plans
  • Roth Conversions
  • Using IRAs and Qualified Retirement Plans for Charitable Giving
  • Asset Protection for Retirement Assets
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.