Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby,APA, CISP, CRPS, CRC®, CRSP
Fee: $75.00 per location. Free for some members . Click to 'show details' for more information
Description: An explanation of the rules and regulations that govern recharacterizations of Roth IRA Conversions and IRA Contributions
Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals
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.
Free Technical Consultation: Attendees get free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.
Cancellation and Refund Policy
Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.
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