CLE Courses

2020 IRA Roundtable for Financial Institutions

Thursday, February 27, 2020

Join us for a robust roundtable discussion on legal, regulatory, and strategic developments affecting financial services firms sponsoring or offering clients access to Traditional, Roth, SIMPLE, and SEP IRAs, and other types of personal retirement accounts.

For more information on this event please contact Sharon James at

CLE credit: CLE credit is currently pending approval.