October 6 ZOOM Meeting
Date: Wednesday, October 6, 2021
Time: 5:30pm - 7:00pm
Location: Zoom - see below
Speaker: Mitch Rosenberg, CFP, CLU, MSFS,AEP, CEPA and Melissa Winn, Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company
“Managing Retirement Plan Distributions in a Changing Environment - Why it is essential for Advisors and their Clients to Review and Rethink their Distribution and Legacy Strategies”
Wednesday, October 6
5:30 pm chat/best practices/tidbits
6:00 pm meeting
Join Zoom Meeting
https://us02web.zoom.us/j/89651324859?pwd=d3Rqb09wbEptTGN0NU1HWE8zRExFdz09
Meeting ID: 896 5132 4859
Passcode: 168427
