Category Archives: Professional Development

Following the SECURE and CARES Acts, Members of Ed Slott’s Elite IRA Advisor GroupSM  Attend Semiannual Virtual Workshop on The Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws. Dennis K. O’Brien, of Coastal Financial Advisors, Inc., completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participatingContinue reading “Coastal Financial Advisors, Inc. Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC”