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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

July  24           9 a.m. - Noon
Sept 18           9 a.m. - Noon
Continuing Education Approvals

Delaware - 3 GEN

Maryland - 3 LH

Pennsylvania - 3 GEN


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