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  • Thumbnail for TAX2010. Retirement Planning
    Identification
    TAX2010
    Date
    July 24, 2020
    This session will provide you with updates on the retirement plans that are currently available for owners and employees of small businesses. This includes the effects of the TCJA, SECURES Act and CARES Act, specifically considering both qualified and nonqualified retirement plans…

    Speaker

    Speaker Image for Steve Parrish
    Steve Parrish, JD, RICP, CLU, ChFC, AEP
    Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College of Financial Services
    $49
    Standard Price
  • Thumbnail for PFP2011. Social Security - Where does it stand; How to Advise
    Identification
    PFP2011
    Date
    July 21, 2020
    In our online presentation you will have the ability to ask any Social Security Question you have which is not always the case in the on-site presentation.  come prepared to have an interactive and informative time…

    Speaker

    Speaker Image for Theodore Sarenski
    Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
    Wealth Adviser, Sage View Advisory Group
    $49
    Standard Price

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