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IRA Summit

Aug 16, 2023 - Aug 18, 2023

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

For more information: • Call (866) 225-1786, ext. 312

Click Here for Agenda

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Details

Start:
August 16
End:
August 18

Venue

Table Bay Headquarters
5690 DTC Blvd
Greenwood Village, CO 80111 United States
+ Google Map
Phone:
8662251786

Organizer

Michelle Blackmon
Phone:
8662251786 ext. 312
Email:
mblackmon@tablebayfinancial.com

Events are subject to change without notice.

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