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Overview

8.0 Credits
ONLINE

TOPICS-AT-A-GLANCE

Update on the SECURE 2.0 Act

Social Security: Dispelling Common Myths with Essential Truths

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

A Complete Tax Guide to Exit Planning


MATERIALS
This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

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The Personal Financial Planning Conference, led by John Kilroy, will help you expand your knowledge, discover the latest in-depth technical and practice management best practices, and receive the tools and direction on the current laws and planning implications to assist your clients and make critical decisions effectively.