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.
 
 
 
 
Workshop - July 8th, 2023
 
Please select all sessions that you would like to register for below:
 
 
Getting the Most from Your IRAs and Retirement Plans After the SECURE Act and SECURE Act 2.0 
 
 
The Best and Most Flexible Estate Plan for IRA and Retirement Plan Owners
 
 

Specialty Session: Taming Parents’ Financial Fears for their Special Needs Child