Special Presentation for FPAOC Members
Join us for this special presentation for FPAOC Members
Brian Dobbis, QKA, QPA, QPFC, TGPC, Director, Retirement Solutions, Lord Abbett
Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning and Income
Tuesday, August 4
No Charge for FPAOC Members
1 Hour CFP CE
Brian Dobbis, QKA, QPA, QPFC, TGPC
Director, Retirement Solutions, Lord Abbett
- New IRS guidance pertaining to Retirement accounts and the effect on Roth accounts
- Building your retirement nest egg through advanced Roth strategies (contributions, conversions)
- Become familiar with how Roth accounts play a vital role in tax planning
We anticipate offering 1.0 Hours CFP CE.
This webinar is the collaboration of the FPA of Charlotte, FPA of Colorado, FPA of Illinois, FPA of Greater Kansas City, FPA of Northern New England, FPA of Metro New York, FPA of New Jersey, FPA of Orange County, FPA of the Philadelphia Tri-State Area, FPA of Middle Tennessee and FPA of the Triangle.
Brian Dobbis is responsible for managing Lord Abbett’s IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans. Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997. Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States. The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Mr. Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TGPC). He earned a BA in communications from Rowan University, and also is a holder of the Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.