Webinar Registration

Possible Changes in Tax Legislation:
What You Need to Know and How to Demonstrate the Impact of Changes
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, November, 11
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ET
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90 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Celeste Revelli
Celeste Revelli, CFP®
Director of Financial Planning eMoney
Michelle
Michelle Riiska, ChFC®
Financial Planning Consultant eMoney

What You'll Learn

The revamped tax and spending plan being debated in Washington may impact retirement savers and increase the taxes for high-earners and business owners. Proposed tax law changes could change key factors such as RMD ages, catch-up provisions, pension plan costs and more.  …

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What You'll Learn
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Webinar Description

The revamped tax and spending plan being debated in Washington may impact retirement savers and increase the taxes for high-earners and business owners. Proposed tax law changes could change key factors such as RMD ages, catch-up provisions, pension plan costs and more.    

You're invited to register for this CE/CPE-eligible* webinar with Celeste Revelli, CFP (Director of Financial Planning at eMoney) and Michelle Riiska, CFP for a review of the proposed bills to include: 

  • What's currently working its way through the House/Senate
  • Longer term potential changes -- SECURE Act 2.0 and American Families Plan
  • Examples of how these possible changes can be modeled in eMoney

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.