Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby
Description: A high level reminder of transactions that are required to be completed by the end of the year and the rules that apply, and recent changes to IRA rules. 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 24 hours prior to the scheduled start time.
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