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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

January 29     9 a.m. - Noon

Watch for your confirmation with webinar instructions to arrive via email from the day prior to your scheduled webinar. You can proactively whitelist this email address to facilitate the delivery process. Check all spam/junk files if you do not receive the email, or contact IA&B right away.

Continuing Education Approvals

Delaware - 3 GEN

Maryland - 3 LH

Pennsylvania - 3 GEN


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