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Matrix Financial Solutions 2014 CE Credit Web Series

October 30 - December 11, 2014

If you are looking for ways to gain continuing education (CE) credit before the end of the year, Matrix webinars and recordings of past sessions are exceptional values.

Attending a Matrix webinar or listening to a recording are great ways to get organized CE credit without leaving your office, and at your convenience, allowing you to focus on other important year-end activities.


Webinar Dates:

Date Title
October 30 Year-End Plan Design Considerations
November 11 Reflections in the Mirror: Participants Share Perspectives
November 20 Conversion Pitfalls
December 11 Start Up Plans: "Giant" IRAs vs. Efficient 401(k) Designs