| Discussion Leader: | Nicholas G. Chigas, CFP®, CRPC™, CRPS®, Senior Vice President, Financial Advisor, Senior Portfolio Management Director & Brian F. Wilder, CFP®, Senior Vice President Financial Advisor, Senior Portfolio Manager, Insurance Planning Director - North Bridge Wealth Management Group | |
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| Date/Time: | Sep 25, 2025 8:30 am - 12:00 pm |
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| Location: |
Zoom Live Video Conference , |
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| Details: | We will discuss business retirement plan options and design for business owners, self-employed people, and individuals; after-tax retirement plan contributions, and changes to Roth catch up contributions beginning in 2026. Attend this Zoom LVC seminar to update yourself and best advise your clients.
Registration Form: Fall 2025 CPE Registration Form |
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| CPE Credit Hours: | 4 |