Calendar

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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