Key Birthdays for Tax and Retirement Planning
Boost Your Client's Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, April, 9 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA
Tax Planning Educator
What You'll Learn
As a financial professional, you know that age is more than just a number. It’s a pivotal factor in shaping effective tax and retirement plans for your clients. Join Larry Pon, CPA for an enlightening webinar that unlocks the strategic importance of significant birthdays in the…