Join us for this informative and educational 2-hour CPE seminar for CPAs, hosted by Carver Financial.
What will be Covered:
- Mega Back Door Roth IRA
- Eliminating Fiduciary Liability with New 3(38) Plans
- Rollover & Liquidity Event
- Update on 2022 Rule Changes
Breakfast and Registration 7:30 am – 8:00 am
Presentation 8:00 am – 10:15 am
Carver Financial Services
7473 Center St., Mentor, OH 44060
Space is limited. Please complete the registration below to hold your spot. Contact our office at 440-974-0808 if you have any questions.