Over three days, Advisors will receive up-to-date IRA/401k and retirement tax law changes, including the SECURE ACT 2.0, the latest updates on the New Tax Proposals, and what it means for your clients’ retirement accounts.
Leave Friday night with an action plan that turns cutting-edge strategies into improved client relationships and increased business.
August 16-18, 2023 • 3-Days of Training
Table Bay Headquarters • 5690 DTC Blvd. Greenwood Village, CO 80111
Events are subject to change without notice.