November 28, 2022


Webinar


2 CPE

Prospective Planning With Retirement Plans

November 28, 2022
Webinar
2 CPE

Prospective Planning With Retirement Plans

Learning Objectives

  • Identifying forward looking tax favored planning opportunities for your clients

Major Topics

  • An objective look at retirement plan selection
  • Pros and cons of different plan types

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, financial advisors, and planners.

Provider

California Society of CPAs

This event has ended.