Continuous Learning: Matt, Dan & Steve Attend Ed Slott Workshop
Posted on May 11, 2020
Earlier this month, our advisors Matt, Dan and Steve, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop. The online workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, and new tax laws, as well as an in-depth look at the new retirement planning landscape since both the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1.
Training highlights from this event included: A look at the CARES Act including...