EVENT
14th Annual Fiduciary Focus
Fri, Feb 24, 2023
8:30 AM
- 1:00 PM EST
Join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
> Recent Developments in Wealth Planning
> Corporate Transparency Act Compliance for Fiduciaries
> Wealth Transfer Planning in a Down Market and Higher Interest Rate Environment
> SECURE Act 2.0
There is no cost to attend this event.
Continuing Education Credit: This program will be submitted for CPE and CFP credit.
Space is limited. Please register by clicking this invitation, and acceptance of your registration will be confirmed via email.
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