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DTSTAMP:20261015T071207Z
DTSTART:20270127T150000Z
DTEND:20270127T170000Z
LOCATION: Online
SUMMARY: Surgent's Tax Update for Retirement Planners and Investment Advisors
DESCRIPTION: The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations\, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing\, insurance\, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
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