We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC.
Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for retirement planning, estate planning techniques, and tax law updates.
The workshop featured in-depth sessions on the SECURE 2.0 Act, advanced strategies for Roth SEP and SIMPLE plan contributions, and prevalent scams in the retirement planning landscape.
This training equips Steven and our team at R.W. Rogé & Company, Inc. to navigate new legislative developments and implement innovative strategies, ensuring our family of clients receive the best possible advice to secure their financial futures. “Being part of this esteemed group allows us to offer unparalleled expertise in IRA planning, keeping us ahead of the curve on the latest tax laws and retirement planning techniques,” Steven said.
To learn more about the training and to view the full press release, click here.
For more information on IRA and retirement-related questions, contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals at 631.218.0077 or click here to get started.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We help clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, click here.
