Webinar Registration

Creative Tax and Estate Planning Strategies with Bob Keebler
Boost Your Client's Tax Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, December, 21 • ET • 90 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA
Tax Planning Educator Keebler and Associates

What You'll Learn

Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees will learn:

  • Roth Conversions & IRA Relocation and with the new SECURE postmortem RBD rule…

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.