[WEBINAR] Part 2 of 2 | Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates … from National Life Group
Thursday 11/07/2024 at 12:00 pm - 1:00 pm CST
… Plan so You Know What They’re Gonna Get. Join National Life Group’s Advanced Sales Team for Part 2 of a two-part series to learn more about the final regulations on required minimum distributions. Part 2 will focus on the rules and considerations around choosing trusts as IRA beneficiaries. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar.
CPAs: PLEASE SELECT “CPA” AS YOUR PROFESSION BELOW IF YOU WANT TO RECEIVE A CPE CREDIT FOR ATTENDING.
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients Each Webinar Designed for: 1 CPE credit Course Level: Intermediate Delivery Method: Group Internet Prerequisites: None Advanced Preparation: None Cost: None
… Plan so You Know What They’re Gonna Get. Join National Life Group’s Advanced Sales Team for Part 2 of a two-part series to learn more about the final regulations on required minimum distributions. Part 2 will focus on the rules and considerations around choosing trusts as IRA beneficiaries. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar.
CPAs: PLEASE SELECT “CPA” AS YOUR PROFESSION BELOW IF YOU WANT TO RECEIVE A CPE CREDIT FOR ATTENDING.
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients
Each Webinar Designed for: 1 CPE credit
Course Level: Intermediate
Delivery Method: Group Internet
Prerequisites: None
Advanced Preparation: None
Cost: None
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