Thought it might be fun to get a live take on what is happening from actual attendees!

Session 1
I will never look at a Steno pad the same way again. This manual given out by Ed is priceless. I almost feel like running out and calling a few clients. Who knew Ed was this funny? By the way, what an incredible facility!
I always had a uniform table on my desk, but now I know when to use the uniform table Vs. the Single Life table. Sweet!
Even death does not get a person out of an RMD. Gotta love that. 😀
This is the best info for the money! Session one is ending. Hope people like this. Let me know.

Session 2
I haven’t been to a show this good since Clapton. (I don’t get out much) Alright Ed, turn on the fire hose I am ready to try to drink!
Learning the power and opportunity of using the stretch IRA. The stretch IRA not only adds value to a client’s estate, but to our own business. Next generation=New Clients.
Was stunned to see how much power the beneficiary form wields. Will be giving out the “Pension Pickle” article, I just received, to my clients.
Estate as beneficiary…ouch.
Who knew 9/30 after the year of death was so important and an opportunity to clean up stuff!

Session 3
We learn that basically anyone under the sun can have a Roth IRA. And how to do it!

I hope this gives you an idea how great the live 2 day is. And this was just day 1. JC