| Discussion Leader: | Nicholas G. Chigas, CFP®, CRPC™, CRPS® - North Bridge Wealth Management Group | |
|---|---|---|
| Date/Time: | Oct 29, 2026 8:30 am - 12:00 pm |
|
| Location: |
Zoom Live Video Conference , |
|
| Details: | This seminar gives Massachusetts CPAs a practical update on three key tax-advantaged savings tools: the new Trump Accounts for minors, Roth conversion strategies (both in-plan and IRA), and 529 education savings plans. Topics include how each vehicle works, key tax considerations, and when they fit into a client’s broader financial plan.
Registration Form: 2026 Fall CPE Registration Form |
|
| CPE Credit Hours: | 4 |