190626NS-W.,June 26, 2019 Retirement Income Planning & Roth IRA Conversions


When:  Jun 26, 2019 from 7:45 AM to 10:00 AM (ET)
Associated with  NASSAU/SUFFOLK

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 kcasey@ns-nccpap.org. 

 
Sponsor(s):

Location

On Parade Diner
7980 Jericho Turnpike
Woodbury, NY 11797

Contact

Kathy Casey

kcasey@ns-nccpap.org