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August 4, 2020 CE Virtual Meeting
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8/4/2020
When: 08/04/2020
12:00 pm
Where: Virtual Meeting
United States
Contact: Chris Stewart
215-295-0729

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Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning and Income

presented by

Brian Dobbis, QKA, QPA, QPFC, TGPC
Lord Abbett

 

Join us as Brian Dobbis discusses the following key topics:

  • What's new

  • 2020 Legislative Outlook

  • Roth Conversions (pros, cons, and traps)

  • Back Door Roth

  • Supersize your Roth

  • Mega Back Door Roth

  • Advisor Action Plan

  • Your questions!

 

This webinar is free, qualifies for One Hour of CFP® CE Credit and is the collaboration of the 11 FPA Beta Test Chapters listed below.

  • FPA of the Philadelphia Tri-State Area

  • FPA of Charlotte

  • FPA of Colorado

  • FPA of Illinois

  • FPA of Greater Kansas City

  • FPA of Northern New England

  • FPA of Metro New York

  • FPA of New Jersey

  • FPA of Orange County

  • FPA of Middle Tennessee

  • FPA of the Triangle

REGISTER HERE.



FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us