Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Title: Is Your Retirement Plan Really Safe? Creditor Protection of Retirement Plan Assets. Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims.
Fee: $29 for nonmembers . Free for members
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY
Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims.
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Handout: A Copy of the PowerPoint Deck
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