Virtual Professional Advisor Seminar
Thursday, Sep. 24 • 12:00 pm to 1:30 pm
Save the date for The Community Foundation's annual Professional Advisor Seminar via Zoom.
Retirement Income Planning After COVID-19 presented by Jamie Hopkins Director of Carson Coaching and Retirement Research at Carson Group.
- Understand what clients see as valuable from their advisor
- Review best practices for retirement income planning strategies
- Discuss how 2020 changes impacted retirement income planning
- Review Impact of SECURE Act and CARES Act on income planning
- Get best in class practice management tips for focusing on retirement planning
This seminar is eligible for CFP, CLE and OH Insurance credit. RSVP >