Advancing Knowledge in Financial Planning
FPA of Ventura County's Symposium is an excellent opportunity for education and networking with other financial professionals in Ventura County and surrounding areas. FPA events are for financial professionals from all areas and designations. Plan ahead and do not miss this year's event, featuring a speaker from the Kitces Team!
*How The SECURE Act Changes Retirement (and Other) Planning
*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon
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