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Webinar

The Appeal of Roth Accounts Post-Tax Reform

UPCOMING

March 27, 2019 | 4:15 PM - 5:15 PM, EDT

This webinar is for financial professionals only. Earn 1 CFP credit for your attendance.

Please join Brian Dobbis for an interactive webinar where he will discuss:

  • What’s new in the retirement/education space
  • Roth opportunities stemming from tax reform
  • Key IRA and 401(k) strategies
  • Advisor Action Plan geared to gaining and retaining assets
  • Your Questions!

 

Click here to submit your questions in advance.

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