Indy's Premier Retirement Planning Update - Greenwood
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Join us for important updates that will benefit your HNW clients. Four hours of free CE.
About this Event
About this Event
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 Indiana Wesleyan University - Greenwood
- 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!
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Where is it happening?
Indiana Wesleyan University - Greenwood Education and Conference Center, 1500 Windhorst Way, Greenwood, United States
Event Location & Nearby Stays:
Tickets
USD 0.00
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Host or PublisherEdward Jones
