Virtual Lunch and Learn- Top IRA Planning Mistakes to Avoid
1. Virtual Lunch & Learn Webinar – Tuesday, July 27 from 12:00 p.m. – 1:00 p.m. This event is free for members. 1 CPE credit will be awarded after attendance has been validated. The platform will be Zoom, and a link will be emailed to all registrants prior to the event. The guest speaker is Emily Dupre. Emily is a director and wholesaler for MFS Investment Management. In this role, she is responsible for mutual fund sales through investment advisors in Virginia and the Washington, D.C. area. The topic is Road Map to Retirement: Top IRA Planning Mistakes to Avoid. This seminar can help avoid common mistakes to make the most of IRA savings. The focus will be on problem areas including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.