Retirement accounts represent one of the largest and most tax-sensitive assets many clients will own. The rules governing IRAs and employer-sponsored retirement plans affect contribution decisions, rollovers, Roth strategies, lifetime distributions, charitable planning, required minimum distributions, and wealth transfers at death.
This new masterclass is organized around the way advisors work with clients—not around isolated Code sections. Participants follow the complete retirement account lifecycle and apply the rules through recurring case studies, decision trees, correction exercises, and advisor-ready planning tools.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: February 3, 10, 17, 24.
- Format: Interactive PowerPoint presentations
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
Join us for this in-depth series to elevate your retirement accounts knowledge!
Total CE Credits:
Retirement Accounts Masterclass Session #1: BUILD IT Choosing, Establishing, and Funding Retirement Accounts Wed, Feb 03, 2027 | 12:00 PM - 02:30 PM ET (including Q&A) | View Agenda |
Retirement Accounts Masterclass Session #2: MOVE IT Transfers, Rollovers, Roth Planning, and Common Mistakes Wed, Feb 10, 2027 | 12:00 PM - 02:30 PM ET (including Q&A) | View Agenda |
Retirement Accounts Masterclass Session #3: USE IT Lifetime Distributions, RMDs, QCDs, and Tax-Efficient Withdrawal Planning Wed, Feb 17, 2027 | 12:00 PM - 02:30 PM ET (including Q&A) | View Agenda |
Retirement Accounts Masterclass Session #4: PASS IT ON Beneficiary Planning, SECURE Act Rules, and Inherited Retirement Accounts Wed, Feb 24, 2027 | 12:00 PM - 02:30 PM ET (including Q&A) | View Agenda |