June 2023
1
Update on PTE 20-02 after DOL Drops Appeal + Tips & Traps for Retrospective Review
Date: June 1, 2023
Time: 2:00 pm - 3:00 pm EST
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8
Audits: The Devil is Always in The Details
Date: June 8, 2023
Time: 2:00 pm - 3:00 pm EST
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15
SECURE Act 2.0 Webinar Series: Incentivizing Increased Participant Savings
Date: June 15, 2023
Time: 2:00 pm - 3:00 pm EST
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20
SECURE Your Practice | The Future of Scaling Your Firm
Date: June 20, 2023
Time: 2:00 pm - 3:00 pm EST
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27
Do-It-Yourself Model Portfolio Management
Date: June 27, 2023
Time: 2:00 pm - 2:45 pm EST
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29
Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan
Date: June 29, 2023
Time: 2:00 pm - 3:00 pm EST
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