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Employee Benefit Plans Conference 2017


EBP1739 - Are You Ready for Retirement? Retirement & Estate Planning


May 9, 2017 11:10am ‐ May 9, 2017 12:25pm

Standard: $49.00

Description

This session will address:

  • Assessing retirement readiness and cash flow needs
  • Evaluate investments and plan types (Roth vs. Traditional) and the impact on your planning
  • Roth Conversion Considerations
  • Estate Planning Considerations

Speaker(s):

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