Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby
Fee: Free- members only access. Click 'show details' for more information ( PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).
Description: Refresher and seasonal tips for the IRA/Tax season. Focus on IRAs 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.
Copy of PowerPoint presentation
Price is per dial-in location
Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.
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