Severance and Pension Planning

02 Oct 2020
9:15 am - 10:15 am

Severance and Pension Planning

Advisors will gain an understanding of how to help their clients and prospects through the decisions they need to make when jobs are lost. This includes best strategies for tax deferrals and decisions to make about commuting a pension or leaving it in place.


Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on to complete the transaction. *non-member registrations are subject to approval