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 $8.2 trillion in total nationwide assets ... and growing!
- 2.5 million Baby Boomers turned age 70.5 last year ... can you imagine the influx of RMD questions coming your way?
- 10,000 Boomers retire every day - many with large company retirement plans and no plan on how to best protect those assets
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
Find not just new business, but the best business while specializing in the second half of the retirement game.