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ENG19VCC2
Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser
Date
June 11, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Association for Accounting Marketing Summit (as part of AICPA ENGAGE 2019)
This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.
Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.
- 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
Direct Sales Manager, Paychex
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