The SECURE Act is the most significant retirement security legislation in more than a decade. From raising the age of RMDs to removing roadblocks for annuities within company plans, are you prepared to answer your clients’ questions and be a knowledgeable expert in this new terrain?
Join us in San Francisco, CA on February 21-22, 2020 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.
- IRAs are the nation's largest retirement account with $9.7 trillion in total nationwide assets ... and growing!
- 10,000 Boomers retire every day - many with large company retirement plans and no plan on how to best protect those assets
- 74% of IRA owners consult a professional financial advisor when creating a retirement strategy
Become the trained specialist these ideal prospects want and need! Instant IRA Success is your answer to capturing your share of this growing marketplace. Our educational IRA 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 tax law changes, 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
Don't miss your chance to join America's IRA Experts for one of the first and most comprehensive workshops covering The SECURE Act!