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DTSTAMP:20261024T113632Z
DTSTART:20261209T180000Z
DTEND:20261209T200000Z
SUMMARY: Surgent's Tax Update for Retirement Planners and Investment Advisors
DESCRIPTION: The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations\, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing\, insurance\, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.Delivery Method: Individual webcastCPE Credit: 2Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase\n 
CLASS:PUBLIC
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