Broker Check
05 Feb
Registration for CE Webinars: CPAs & Enrolled Agents

Description

You’re invited to join an upcoming educational webinar focused on practical tax planning strategies for retirement income.

Tax Planning Opportunities for Retirement Income
📅 Thursday, February 5, 2026
12:00 PM – 1:00 PM PST
🎓 1.0 CPE Credit (Finance)
💻 Live Webinar

This session will provide an overview of tax fundamentals as they relate to retirement, along with actionable planning opportunities and sequencing strategies designed to help optimize retirement income.

What you’ll learn:

  • Core tax considerations in retirement planning
  • Income sequencing strategies to improve tax efficiency
  • Common planning opportunities and pitfalls in retirement income
  • Practical insights you can apply with clients immediately

Additional details:

  • Available for CPE credit only
  • No prerequisites or advanced preparation required
  • No fee to attend
  • Student information will not be sold or distributed

Doug Ewing is not affiliated or registered with Cetera Investment Services LLC. Any information provided by Doug Ewing is in no way related to Cetera Investment Services or its registered representatives.

Date and Time

Thu, Feb 05, 2026

12:00p - 1:00p PST

Location

Zoom

PT1H

Event Registration

Will you be able to attend this event?