You're invited to our

FREE Virtual CPA Lunch & Learn

Spend your lunch hour with Prosperity Financial Group and MFS Investments!


Event Details

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.

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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.

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You Will Receive...

  • 2 CE credits
  • A $15 Subway gift card for the lunch of your choice. *After Course Completion
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Mark Your Calendars!

DATE

Friday, January 22, 2021

TIME

12:00-1:30pm PT


SIGN UP Today!

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