Live CE Webinar
Money in Retirement Accounts: Options, Problems and Opportunities
This program discusses the "Retirement Dilemma" by providing an overview of the normal retirement funding instruments and the risks associated with each. This course includes a review of the tax implications of the various retirement plans - both Qualified and non-Qualified, and a discussion concerning the "diversification" and "personal liability" issues surrounding various Qualified and Non-Qualified retirement accounts. Instructor: JERRY RHINEHART, CIC, CLU, ChFC, RHU
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Continuing Education Approvals
Delaware - 3 GEN
Maryland - 3 LH
Pennsylvania - 3 GEN