ConnectED Webinar Series:

The rules governing IRAs can be complicated and a mistake can have significant consequences for your clients. Join us to learn about 24 common mistakes financial professionals make and how to avoid them. In this session, we’ll discuss such mistakes as (and 21 others):

Failure to take Required Minimum Distributions (RMDs)
Naming a minor as beneficiary
Qualified charitable distributions

First Name

Last Name

Firm Email

Phone

Street Address

Zip

List your resident state

Broker/Dealer

List your resident state license number (put "no" if you do not need state insurance)

List your National Producer Number (NPN)

Do you need CFP Credit?

CFP Number (must be included to receive CFP credit)

Do you need any designation credit?

List designation credit if needed

List your CRD number (if you do not know your CRD #, please feel free to look it up here: https://brokercheck.finra.org/)

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