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Retirement & Estate Planning Update

May 18, 2022

Who Is This For?

This Virtual CE Summit is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

WHY ATTEND?

Learn the most important information that you need to help your clients make informed decisions all from the comfort of your office without the hassles of travel.


















Detailed Agenda

(Come back often as new details are released)

This is and has always been a great event with very knowledgeable people giving us their experience and covering off Q&A - although there has been a lot of information covered in a short period of time!

- James Allen