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HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

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Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.REGISTER

Vice President Jay Kautt, will enlighten you more about the Qualified Charitable Distribution and how it may apply to your clients, Roth conversions (the 5-year rule), Secure Act 2.0. and more!Click Here to Register 

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Join Timothy Uecker, CIMA, and Managing Director for PGIM Intermediary Distribution, speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for clients. He’ll cover four key areas, which he refers to as “RSVP”Recession – our perspective on current economic activityShocks – market resilience to unpredictable elementsValuations […]

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