Tuesday Nov 7, 2017
12:00 PM - 1:15 PM EST
Wednesday 11/01 & Tuesday 11/07 from 12pm – 1:15pm
Wake Med Apex Health Plex, 120 HealthPlex way…2nd Floor Conference Room, Apex, NC 27502
Registration for this workshop is available at [Roundtable].
Free Event
Pre-registration Required
Workshop attendees earn up to one hour of CPE credit in Finance.
Additional Information:
Prerequisites: None
Who Should Attend?
CPAs
Advanced Preparation: None necessary, although a basic understanding of retirement accounts is helpful.
Program level: Basic
Delivery method: Group-Live
How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax and investment implications.
This one-hour roundtable event will feature financial advisors, CPAs, & bankers for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
After completing the Roundtable, you will know:
Printed courtesy of www.apexchamber.com/ – Contact the Apex Chamber of Commerce for more information.
220 North Salem Street, Apex, NC 27502 – (919) 362-6456 – david@apexchamber.com