Following the SECURE and CARES Acts, Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop on The Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws.
Dennis K. O’Brien, of Coastal Financial Advisors, Inc., completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop November 5–6, 2020.
The workshop, which was attended by members of Ed Slott’s Elite IRA Advisor GroupSM, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, as well as, an in-depth look at how sweeping retirement and tax law changes under both the SECURE and CARES Acts have impacted financial planning in 2020 and beyond.
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