Thursday, May 23, 2024 at 2:00 PM ET
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Join Wealthbox + Envestnet MoneyGuide for a CFP® CE webinar we will discuss strategies for tax planning in retirement including Roth Conversions, Qualified Charitable Distributions, and strategic qualified distribution decisions around goal funding. This webinar will cover:
*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.
Speakers
Training Specialist
Envestnet | MoneyGuide
Product Specialist
Wealthbox