IWI's Retirement Management Forum focuses on retirement planning by focusing on tools and techniques that can be used in wealth management practices. The Retirement Management forum offers CE credit for CFPs, CPAs and other professional designations. Kitces readers can save $100 with the promotional code: 100Kitces2020.
Content Focus: General Planning, Practice Management, Retirement
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
*How the SECURE Act Changes Retirement (and Other) Planning