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| Instant IRA Success Join us in Boston on July 14-15, 2017 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. 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 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
| Newsletter Monthly advisor-centric newsletter that breaks down the latest IRA news and insight. - 8-page newsletter tackles current trends and analyzes relevant topics for advisor education
- Includes articles by the leading minds and thought leaders in the retirement planning industry
- Outlines the knowledge you need and the relationships it will affect
- Available in print or as an online PDF with access to all back issues
$125/year | Savvy IRA Planning America’s IRA Experts have teamed up with Horsemouth to create a dynamic instructional and presentation program to boost advisor education and increase your business. - 2 FINRA-reviewed educational, customizable presentations with speaker notes
- 4-part online webinar training series
- Financial Advisor’s Guide to Savvy IRA Planning and 150 IRA Planning Questions Answered
- FINRA-reviewed marketing toolkit with PDF templates for posters, postcards and press releases
…AND MUCH MORE! $1297 |
