For Advisors

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

For Advisors

Presenter(s)

Michael D’Addio, JD, Principal, MARCUM LLP and Laurie Ingwersen, Managing Partner, Senior Wealth Management Advisor, The Harvest Group

Presented in partnership

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

Michael D’Addio, Laurie Ingwersen

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