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IRA Summit – October 25-27

October 25, 2023 - October 27, 2023

Free

Over 2 1/2 days, Advisors will receive up-to-date IRA/401k and retirement tax law changes, including the SECURE ACT 2.0, the latest updates on the New Tax Proposals, and what it all means for your clients’ retirement accounts.

 

Leave Friday night with an action plan that turns cutting-edge strategies into improved client relationships and increased business.

 

October 25-27, 2023 • 2 1/2-Days of Training
Wednesday & Thursday 9:00 am – 5:00 pm, Friday 9:00 am – 1:00 pm

Table Bay Headquarters • 5690 DTC Blvd. Greenwood Village, CO 80111

For more information: • Call (866) 225-1786, ext. 312

Click Here for Agenda

Details

Start:
October 25, 2023
End:
October 27, 2023
Cost:
Free

Organizer

Michelle Blackmon
Phone:
8662231786
Email:
mblackmon@tablebayfinancial.com

Venue

America’s Tax Solutions HQ
5690 DTC Blvd
Greenwood Village, CO 80111 United States
+ Google Map
Phone:
8662251786