Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.
Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.
1) Review current state of retirement readiness and the regulatory environment
2) Compare features and options to maximize savings potential
3) Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security