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Allied Professional Group of Westchester Virtual Lunchtime Meeting

Tue, Jul 28

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Webinar

Please join us for our first-ever Allied Professional Group Virtual lunchtime event!

Registration is Closed
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Allied Professional Group of Westchester Virtual Lunchtime Meeting
Allied Professional Group of Westchester Virtual Lunchtime Meeting

Time & Location

Jul 28, 2020, 12:00 PM – 1:30 PM

Webinar

About The Event

IRA Tips and Traps Under the Secure Act

featuring renowned speaker

Seymour Goldberg, CPA, MBA, JD

(1 CFP CE  + 1 CPA CPE + 1 CLE)

Please join us for this important event on Estate Planning Under the Secure Act.

IRA assets have become a more significant portion of your clients' total estate and warrant careful consideration in light of the significant changes brought about under the Secure Act. You cannot afford to ignore the impact these changes will have on each of your client's unique situations.

Tickets

  • FPA Members & Non-Members

    You will receive your Zoom registration link the day before the meeting.

    $20.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

SUBSCRIBE FOR EMAILS
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