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    • LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps

    Virutal

    Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility Under SECURE Act Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps Date: Monday, January 26, 2026 Time: 1:00pm ET The session will cover: … Continued

    • Barbri: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan

    Virtual

    Lily DeLaura is presenting Barbri's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. Topic: This course will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms. Date: April … Continued