Indy's Premier Retirement Planning Update - Fishers

Indy's Premier Retirement Planning Update!

Do you have high net worth (HNW) and business owner clients? CPAs and attorneys are invited to attend this exclusive event sponsored by Edward Jones in partnership with the Indiana CPA Society. National experts from several organizations will be presenting.

• In-person event at Launch Fishers
• Four hours of free CE for CPAs, attorneys, CFP and CEPA.
• Registration starts at 12:30pm. Event starts at 1pm.
• Complimentary parking

Topics:

- Women in Investing: Lessons for Success

- Managing Taxable Investments (Including SMAs)

- Taking your Company from Successful to Significant

- Top 10 IRA Planning Mistakes

Join us for this premier event!

Know what’s Happening Next — before everyone else does.

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Host or Publisher Edward Jones