IRA Summit/ Tax-Free School LIVE

We created this hybrid of events to deliver a holistic training experience.

Over two days, attendees will receive up-to-date IRA/401k and retirement tax law changes, including the SECURE ACT, the latest updates on the New Tax Proposals, and what it means for your clients’ retirement accounts. So, you can leave Friday night with an action plan that turns cutting-edge strategies into improved client relationships and increased business.

IRA Summit/ Tax-Free School is BACK in a new 2-for-1 deal!

Click Here for the agenda

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• I'd like to register for IRA Summit/Tax -Free School on February 2nd-4th, 2021 in Greenwood Village, Colorado (Denver Metro area). I understand that I am responsible for my own travel expenses and accommodations.

• I understand that due to CDC guidelines, regardless of vaccination status, all attendees will be required to wear a mask for the duration of the meeting.

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CPE Disclaimer:

No prerequisites or advanced preparation required. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. CANCELLATIONS: Please submit cancellation requestsno later than 24 hours before your scheduled program. See the full workshop agenda online at: goto.americastaxsolutions.com/IRAsummit. For more information regarding refunds, concerns, and program cancellation policies, please contact Michelle Blackmon at (866) 225-1786, Ext. 312 or mblackmon@americastaxsolutions.com.*Presented By: America’s Tax Solutions. This invitation is intended for the Addressee only and is Non-Transferable. R.S.V.P. to the workshop is required and subject to availability. Includes: 12 CPE Credits and workshop book.Table Bay Financial Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org