ORG Advanced Planning Webinar- Qualified Plan Asset Maximization
August 24 @ 2:00 pm - 2:30 pm
Join us as we discuss different ways to maximize your client’s qualified dollars with the ORG Qualified Plan Asset Max strategy. These strategies can help leverage qualified funds into tax-free dollars and can set you apart from the competition!
Presented by Harris Wali- RVP, ORG and Tony Wilson- EVP, ORG