Date: Wednesday, June 26, 2019
Title: "Retirement Income Planning & Roth IRA Conversions
What does retirement mean to your clients? As their trusted advisor, learn how you can help them reach their Retirement goals.
Speaker(s): Richard Punturo, CFP®, CPA, President, Punturo Financial Services, Inc.
Credits: 2 CPE/TAX
Location: On Parade Diner
7980 Jericho Turnpike
Woodbury, NY 11797
Time: 7:45 AM - 10:00 AM
Cost: On or Before Friday, June 21 - Members $30/ Non-Members $40.
After Friday, June 21- Members $40/ Non-Members $50.
At the Door: $50
Learning Objective: To gain an understanding of the various tools in retirement planning that can help your clients develop a clear path towards retirement. One of those tools being Roth IRA contributions and conversions which are often underutilized, but can be a valuable tax efficient retirement planning tool. In this session, you will learn how to analyze the feasibility of Roth IRA conversions.
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation:None Type of Delivery: Group Live Seminar
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or e-mail firstname.lastname@example.org.