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ENG18VC02
Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed
Date
June 12, 2018
$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 2018)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
This includes sessions from AICPA ENGAGE 2018:
This includes sessions from: CPAFMA Practice Management (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2018)
This includes sessions from the Finance Redefined Track (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)
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
Senior Manager Retirement Services, Paychex
General
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