Today, tomorrow and beyond

A conversation about maximizing your clients’ RMDs

Join us for this eye-opening discussion about how you can help your clients get the most out of their retirement accounts. Host Pat Scanlon, along with guests Thea Marasa-Scafidi and Joe Pantaleo will focus on the following topics:

Topics covered:

  • How to optimize inherited IRAs
  • How to optimize deferring IRAs and the tax benefits of deferral
  • How to optimize IRA distributions for your client

Register now to reserve your spot.


Register now

Wednesday, December 6, 2023
2:00 p.m. ET/11:00 a.m. PT