webinar register page

Webinar banner
Common Investing Mistakes | What you and your clients should look out for
It's been a difficult year to be an investor. Join us for this virtual event to explore some of the most common investing mistakes we see and how they could impact you and your clients.

Walk away with insights on:

> The different types of advisors and the pros and cons of each
> The most common investing mistakes that we see
> Current events driving investor behavior including:
- RMD Tables
- Capital Loss Harvesting
- Pooled Employer Plans
- Secure Act 2.0 legislation
- Early retirement considerations
- 72(t) distributions
- Inherited IRAs**
- COLAs

** Presentation will be eligible for 1 Continuing Education (CE) Credit with the State Board of Accountancy**

Nov 17, 2022 04:00 PM in Eastern Time (US and Canada)

Webinar logo
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Alyssa Goodling.