Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution
Date
Feb 16, 2023
Time
12:00 p.m. to 1:00 p.m.
Location
Virtual
Topic
Presenter(s)
Michael D’Addio, JD, Principal, MARCUM LLP and Laurie Ingwersen, Managing Partner, Senior Wealth Management Advisor, The Harvest Group

Join us for this virtual program on retirement planning over the lifetime of your client.
Topics include wealth planning strategies using ROTH conversions, cash balance plans, charitable giving and other tools. The program will cover new provisions in the SECURE ACT II.
Presenters:
Michael D’Addio, JD
Principal, MARCUM
Laurie Ingwersen, CFP®, CRPC®, CDFA™, CEPA®, CBC
Managing Partner, Senior Wealth Management Advisor
The Harvest Group

For questions or changes in registration, please contact Carmen Burgos.