Webinar Registration

Session 2 of Tax Planning Masterclass:
Foundational to Advanced Strategies for Individual Clients 
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, July, 22 • ET • 150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

What You'll Learn

Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.

  1. Tax-Advantaged Accounts
    1. Contribution optimization for IRAs, 401(k)s, SEP, SIMPLE plans
      2. …
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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.