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Year-end Planning and Compliance Requirements for IRAs – Denise Appleby
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties.
This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-members or free for members. Membership includes this course and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.