Webinar Registration

Helping Clients Cope with their Required Minimum Distributions
Boost Your Client's Tax Planning, Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, January, 24 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Professor Emeritus Ed McQuarrie

What You'll Learn

Mass affluent clients with the bulk of their financial wealth in tax-deferred accounts will have to take substantial RMDs. Some may dread the prospect of having to expose this wealth to taxation. This webinar will show advisors that there is little to fear from RMDs, hence no need…

Register for Webinar

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.