Financial Services Industry
Industry: Email Alert RSS FeedRetirement planning conference: new developments - CPE Opportunities - Brief Article
California CPA, Sept, 2002
Sept. 20 in San Francisco and Sept. 30 in Universal City.
Your clients expect you to be able to answer all their questions about retirement planning. They want to know their options, how much they can contribute and deduct, the tax consequences and how to get their money out.
The pension laws have changed and you need to be updated on how your clients will be affected. Find out what's new in plan design, the types of plans that are available and why you might choose one over another.
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Learn about the new rules, how to maximize contributions and whether or not there is any flexibility. Don't miss this new conference!
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