You're invited to our
FREE Virtual CPA Lunch & Learn
Spend your lunch hour with Prosperity Financial Group and MFS Investments!
Please join us for our upcoming Lunch and Learn Zoom Webinar to learn more about IRA planning mistakes to avoid and communicating effectively with your Intergenerational Wealth Planning Clients.
This event is hosted by Prosperity Financial Group.
After registering, you'll receive a unique Zoom login link to join the live meeting.
Topics Presented by MFS
1. Roadmap to Retirement: Top 12 IRA Planning Mistakes to Avoid
In this seminar, you'll learn the tools to help your clients avoid costly mistakes in planning for retirement—from maximizing spousal contributions and avoiding unnecessary penalties to taking advantage of IRD deductions and following the RMD rules.
2. Communicating Effectively with your Intergenerational Wealth Planning Clients
As a CPA, you're well-positioned to help your clients with intergenerational wealth planning. In this seminar, you'll learn the tools to help bridge the communication gap between today's very distinct generations and better serve your clients.
You Will Receive...
- 2 CE credits
- A $15 Subway gift card for the lunch of your choice. *After Course Completion
Mark Your Calendars!
Friday, January 22, 2021