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 …

IRA Summit – October 25-27 Read More »

Latest Updates: Biden Tax Plan and the SECURE Act!

IRA Summit/Tax-Free School is BACK and IN-PERSON!