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Retirement Certificate Program

The Retirement Certificate Program offers to those who take it a well-rounded view of retirement options, associated tax issues, and consideration for maximizing financial success. Attendees will have the opportunity to learn how various retirement funding options are taxed and integrated.

2023 October Virtual Roundtable

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This session will also include a break-out discussion of bylaws changes.