Our Events

Annual seminars of qualified retirement plans under current law.

Our Seminars are designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations.  This may also serve as a good opportunity for you to personally invite your associates and business partners. 

There are no fees for these seminars which includes training materials and certificate for 2 hours continuing education credit for, CPAs and CFPs. 

Our consultants regularly conduct CE seminars in CPA and Advisor offices. Please feel free to contact the consultant in your area if you are interested in scheduling a seminar. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 9, 2023

11:00a - 12:00p

Microsoft Teams Video Call

Secure 2.0 Tax Credits for Retirement Plans hosted by Marie Newsham

Teams presentation covering the most impactful changes CPAs will face from the implementation of SECURE 2.0. Thank you for attending! Click the event to access the recording link.

Event Registration