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Webinar

2019 Year-End Focus: Retirement, Health Care & Education Opportunities

UPCOMING

November 19, 2019 | 4:00 PM - 5:00 PM, EST

Please join Brian Dobbis, Director of Retirement Solutions, as he reviews the legislative and regulatory developments impacting retirement, healthcare and education accounts—and explains the resulting opportunities. He will sort through the maze of rules that apply to minimum required distributions, year-end planning strategies and more: 

  • 2019 Year in Review
  • Tax Cut and Jobs Act (TCJA) refresher
  • Roth Opportunities 
  • RMD Traps 
  • Strategies to reduce or delay RMDs 
  • Qualified charitable distributions (QCDs)
  • What's ahead in 2020

 

If you have registered and would like to earn CE credit for your attendance, please provide us with your CFP or IMCA ID number. Please note, only participants of the live webinar are eligible to receive CE credit. The replay of this webinar will not qualify for continuing education. 

This is exclusively for institutional clients and financial advisors only (registered representatives of broker dealers or associated persons of Registered Investment Advisers) and for plan sponsors with not less than a 100 minimum plan participants. Not to be used with the public in any form.

 

The information is being provided for general educational purposes only and is not intended to provide legal or tax advice. You should consult your own legal or tax advisor for guidance on regulatory compliance matters.

 

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