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
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.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
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.