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


Meeting ID: 896 5132 4859

Passcode: 168427


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