Financial Planning Opportunities with Workplace Retirement Savings Plans (CFP® CE)

Agenda

Join Wealthbox + RightCapital for a CFP® CE webinar where participants will explore key financial planning opportunities with workplace retirement savings plans. Whether you’re looking to gain a deeper understanding of different tax-efficient strategies or looking to enhance your existing strategy, this session will cover:

1. A thorough review of how these plans function and focuses on optimizing Mega Roth and Net Unrealized Appreciation strategies.
2. How to combine tax-smart savings with tax-efficient distributions, ensuring a well-rounded approach to managing their retirement funds.
3. Practical insights for making informed decisions and maximizing the benefits of workplace retirement savings.

*This webinar was eligible for 1 CFP® CE credit. Attendance at the live event was required for credit.