In partnership with CSEA’s Super Seminar, the North Bay is sponsoring a round table discussion that will follow the Super Seminar session Retirement Distribution Strategies by Claudia Hill, EA MBA. This discussion will allow members to hear how other members plan to incorporate Ms. Hill’s recommendations into their practices. You will have a chance to ask you questions and voice any concerns you have on all the available strategies.
Logistics:
Date: June 4th at 1:00 p.m.
To register for the Zoom discussion: Click HERE
For more information on CSEA’s Super Seminar, click HERE