Tax-Efficiency for Retirement Spending
(Approved for 2 IAR Products and Practices CE) - 07.21.2025
(Approved for 2 IAR Products and Practices CE) - 07.21.2025
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, July, 21 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Wade Pfau
What You'll Learn
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.
In this webinar, Wade Pfau reviews the different…