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BEGIN:VEVENT
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DTSTAMP:20260618T110639Z
DTSTART:20261103T180000Z
DTEND:20261103T200000Z
SUMMARY: Planning for RMDs & Rollovers in a New Era
DESCRIPTION: Required minimum distribution (RMD) rules and rollover strategies continue to evolve as new regulatory guidance and legislative changes reshape retirement planning. 

In this advanced webcast\, nationally recognized tax expert Robert Keebler\, CPA/PFS\, will walk practitioners through:
The latest rules\, planning opportunities and potential pitfalls involving RMD timing 
Rollover eligibility\, Roth conversions and coordinating distributions across multiple account types 

Attendees will gain practical\, actionable strategies to help clients:
Optimize tax outcomes
Strengthen retirement-income planning
Integrate RMD decisions within broader estate and wealth-transfer goals\n  
CLASS:PUBLIC
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