“We Have To Get The Best Strategies Available From the Best Sources... And That's Right Here."
The Department of Labor's recently released Best Interest Contract Exemption (BICE) creates expectations built on more than good faith. You need to know the answers your clients and prospects are asking.
IRA rollover questions are a prime example. Download this free white paper on the 6 options available for a distribution from a company plan.
Expert education will fortify your business to meet the standards set by those who trust you most: your clients.
And with the IRA marketplace thriving - amassing some $7.4 trillion in total nationwide assets - now is the perfect time to position yourself as the expert who can provide the guidance your current and future clients need.
Join us in Atlanta on July 22-23 to receive the latest IRA and tax rules and leave with a Monday morning action plan that turns cutting-edge strategies into improved client relationships and increased business.
This educational experience includes:
- 400+ page course manual
- Valuable CE credits
- Client-saving Q&A opportunities with America's IRA Experts
- A detailed analysis of the most recent case studies, private letter rulings, Congressional action and Supreme Court rulings to keep you on the cutting-edge of retirement, tax law and IRA distribution planning