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Master List Of Financial Advisor Conferences For 2020-2021

IWI Retirement Management Forum

December 7-8 | 
Hollywood, FL | 

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.

Price: $895-$1345
Content Focus: General Planning, Practice Management, Retirement
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*How the SECURE Act Changes Retirement (and Other) Planning

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