21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
E1. 200+ Best (and Worst) Planning Ideas for Your Client's Retirement Benefits
Speaker:
Natalie Choate
Mon, 2:10 pm - 3:00 pm
Your clients are bombarded with dreams and schemes designed to reduce the taxes on their retirement plans. Which of these work and which do not? Learn how to evaluate the latest ideas (and separate the fool-proof from the foolhardy), plus dozens of tried-and-true planning techniques you can use right away in your practice.
NASBA field of study: Specialized Knowledge - Technical (1)
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