Seminar Overview:

As the nation comes out of the pandemic, many workers have retired or are considering retirement in the near future. GEAR UP’s Tim Sundstrom will review the important aspects of making the decision to retire including changes and updates in Social Security, Medicare, and retirement plan management. Tim uses practical-based case studies to illustrate how practitioners can effectively analyze a client’s situation, counsel clients on the many aspects of retiring, and provide insights on growing this service in your practice.

Meet Your Presenter:

This virtual session is scheduled to be presented by GEAR UP’s Tim Sundstrom (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.

Seminar Fees:

Active Member: $90
Associate Member: $90
Education Member: $90 (when out-of-state membership is paid)
Member Employee: $122 (includes Associate Membership)
Non-Member: $145

To Register: GEAR UP Post-Pandemic Retirement Issues - October 24, 2023

NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.