Error loading player: No playable sources found

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:
Thumbnail for Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)
Thumbnail for Advanced Estate Planning (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)
Thumbnail for Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
Thumbnail for AICPA ENGAGE 2018
This includes sessions from AICPA ENGAGE 2018:
Thumbnail for CPAFMA Practice Management (as part of AICPA ENGAGE 2018)
This includes sessions from: CPAFMA Practice Management (as part of AICPA ENGAGE 2018)
Thumbnail for EDGE Career Development (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2018)
Thumbnail for Finance Redefined Track (as part of AICPA ENGAGE 2018)
This includes sessions from the Finance Redefined Track (as part of AICPA ENGAGE 2018)
Thumbnail for Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)
Thumbnail for Tax Strategies for the High-Income Individual (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

Speaker Image for Frank Tortora
Senior Manager Retirement Services, Paychex

Related Products

Thumbnail for Future-proof Your Services to Individuals
Future-proof Your Services to Individuals
This engaging session will highlight how the services to individuals are continuing to change as tax reform drives new and far ranging conversations. Don’t just read the data, use trends in demographics, technology, and client expectations to make decisive and proactive changes today…
Thumbnail for Using Tax Reform and Broadridge Advisor to Deepen Client Relationships
Using Tax Reform and Broadridge Advisor to Deepen Client Relationships
Navigating the tax law changes can be tricky; it can be even harder to explain to clients how they are impacted…
Thumbnail for Beyond the Referral: How to Effectively Grow Your Business in a Digital Age
Beyond the Referral: How to Effectively Grow Your Business in a Digital Age
Learn how forward-thinking advisors are challenging traditional marketing methods and achieving business growth through digital marketing practices…
Thumbnail for The Private Insurance Company: A New Alternative to the 831(b) Captive
The Private Insurance Company: A New Alternative to the 831(b) Captive
1. Review the decline of the 831(b) Captive: tax issues, negative press and excess baggage…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.