Area of Focus Sessions

ENG2616. IRA/Retirement Account Update (EST, TAX, PFP)

Date/Time

Jun 10, 2026

1:30 –2:45 PM PDT

(1h 15m)

CPE Credits

1.5

NASBA Field of Study

Taxes

Level

Overview – (for individuals at all organizational levels)

Prerequisites

For individuals at all organizational levels

Session Tags

Personal Financial Planning

Tax Strategies for the High-Income Individual

Advanced Estate Planning

Speakers

Jeffrey Levine

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