May 2020
Join our May Roundtable for an informative, simple to understand summary of both. We’re constantly getting calls from advisors saying that they are getting conflicting information about the details of these acts. Their CPA says one thing, their attorney another and their home office advanced sales team yet another. Sometimes all three can be right based on the facts they are dealing with.
We’ll be welcoming guest speaker Ben Norquist, CPC of Convergent Retirement Plan Solutions, LLC to help bring some clarity to the subject. Some of the finer points of these acts may only come up once in your career, but getting something wrong could end your career. Now is your chance to learn from and ask questions to one of the top experts in the field.