Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Description: A high level update of new IRA and employer plan rules, year-end reminders and open forum. Ask any question about IRAs , rollover from employer plans, and employer plans for small businesses.
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Q & A Session
Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.
SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT
253 Silvertop DriveGrayson, GA 30017
(C) Appleby Retirement Consulting Inc 2006-2023