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Part 2 of 2 | Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates …
November 7 @ 1:00 pm (EST) - 2:00 pm (EST) EST
… Plan so You Know What They’re Gonna Get. Join National Life Group’s Advanced Sales Team for Part 2 of a two-part series to learn more about the final regulations on required minimum distributions. Part 2 will focus on the rules and considerations around choosing trusts as IRA beneficiaries. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar. CPAs: PLEASE SELECT “CPA” AS YOUR PROFESSION BELOW IF YOU WANT TO RECEIVE A CPE CREDIT FOR ATTENDING. ———————————————————————— Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Intermediate | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org