Conference Materials

2022

New IRA Rules: Is Your Firm Ready?

Monday, May 2, 2022 1:00 PM - 2:00 PM

Speaker

John H Poole Jr., CPA, CFP®

IRA Subject Matter Expert
REGIONS WEALTH MANAGEMENT
Birmingham, Alabama

Speaker Bio

Session Description

In this session, Attendees will be able to:
• Learn the Rules:
• The Basics
• SECURE Act
• Rules since the SECURE Act
• Identify Risks
• Consider Controls
• Develop training

Session Materials

New IRA Rules: Is Your Firm Ready?

New IRA Rules: Is Your Firm Ready?