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AICPA ENGAGE 2018


ENG18VC02 - Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed


Jun 12, 2018 6:30am ‐ Jun 12, 2018 6:55am

Standard: $49.00

Description

Today, a staggering number of Americans do not have access to a workplace retirement savings program, and many have little or nothing saved for their golden years. As your business clients’ most trusted advisor, you are well positioned to help address this issue. Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.

Objectives:

• Review current state of retirement readiness and the regulatory environment

• Compare features and options to maximize savings potential

• Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security

Speaker(s):

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