Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution

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.