November 28, 2022


Webinar


2 Total CPE Credits

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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
Total 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

Register For This Event

  • ASCPA Member

    $ 79 79
    Join
  • ASCPA Non-Member

    $ 109 109
    Your Price

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