Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter : Denise Appleby,CISP, CRC, CRPS, CRSP, APA, MJ
Join me- Denise Appleby on your phone or computer for a 'plain English' explanation of the changes made, to IRA rules and regulations, by the #SECURE Act. Attend my webinar: The 10 Most Significant IRA Changes Made by the SECURE Act and get free advance PDF copy of the SECURE Act Quick Reference Guide - a $29 value- to be published soon.
Free for members. $97 for nonmembers.
Private Sessions Available: If you want your own private SECURE Act IRA session for your office- send an email to Training@DeniseAppleby.com and I will follow-up with you to discuss fees and schedule. Enjoy personalized individual attention and have your specific questions answered.
Unable to attend the live session? Register and get a copy of the recorded version
Topics covered include:
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions.
Space is limited. Book now!
No pre-approved CE Credits are available for this webinar. Check with your provider to determine if you would be eligible for CE credits.
Joining instructions will be sent one week before the webinar
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