5 Ways to Win Under the Trump Administration

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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


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


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