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Secure Act & Planning Opportunities Around the Inherited RIA Concept

March 17 @ 2:00 pm - 2:30 pm

Join us as we cover this popular planning concept and how to implement the process into your financial planning practice.  We will discuss the opportunity, the ideal client and how to properly structure within your client’s plan.

Register Now!

Details

Date:
March 17
Time:
2:00 pm - 2:30 pm