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DTSTART:20261119T143000Z
DTEND:20261119T152000Z
SUMMARY: First Look Webcast: Retirement Plan Update
DESCRIPTION: Stay ahead in a constantly evolving retirement landscape with this practical and insightful update designed specifically for CPAs. Whether you advise clients or oversee employee benefit plans\, Anne Oestriecher\, CPA\, CFP\, will walk you through key developments impacting retirement planning\, including recent legislative changes\, contribution limits\, and emerging strategies to maximize tax efficiency.You’ll gain a clear understanding of planning opportunities for individuals and businesses\, along with compliance considerations and common pitfalls to avoid. From year-end strategies to forward-looking guidance\, this session equips you with actionable insights to better support your clients—and strengthen your role as a trusted advisor\n \nPurchase this webcast as an individual program\, or get the members-only First Look Bundle and save!\n  \n2026 First Look Webcast Series\n  \nMay 27OBBBA: Fact vs FictionRichard Tullier Jr.\, CPA · PartnerWegmann Dazet\, CPAs · New Orleans\, LAJune 24Time &amp\; Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge\, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge\, LAAugust 25Accounting &amp\; Auditing Update: Standards Shifts &amp\; What's NextKurt Oestriecher\, CPA · PartnerOestriecher &amp\; Company\, CPAs · Alexandria\, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton · IT Consultant/SpeakerMetairie\, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala\, CPA/ABV\, ASA-BV/IA · PartnerVanessa Claiborne\, CPA/ABV\, ASA · PartnerChaffe &amp\; Associates · New Orleans\, LANovember 19Retirement Plan UpdateAnne Oestriecher\, CPA\, CFP · PartnerOestriecher Financial Management · Alexandria\, LADecember 10Identify and Resolve 7 Cash Flow &amp\; Profitability Issues Before They Become Major CrisesRuth King · Profit &amp\; Wealth GuruDuluth\, GA\n  
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