Please complete the form below to register for our July 8th Workshop at the
Comfort Inn, 180 Gamma Drive,
Fox Chapel
We will call you to confirm
your attendance the day
before the workshop.
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Workshop - July 8th, 2023
Please select all sessions that you would like to register for below:
9:00-11:00am
Getting the Most from Your IRAs and Retirement Plans After the SECURE Act and SECURE Act 2.0
12:00-2:00pm
The Best and Most Flexible Estate Plan for IRA and Retirement Plan Owners
2:30-4:30pm
Specialty Session: Taming Parents’ Financial Fears for their Special Needs Child
Please Save My Seat!