At Pension Planning Consultants we believe in helping our Financial Advisor and CPA partners keep up-to-date on the most recent governmental regulations. These regulations can often affect retirement plan compliance and overall needed tax deductions.

Often CPAs and Financial Advisors are not aware of how these regulations can affect their client’s retirement plan goals and strategies. In order to help our partners, we have created several seminars which explain these changes.

Each seminar offers 1 hour of CE or CPE credit.

Please let us know if you are interested in scheduling a seminar.