As your clients’ most trusted advisor, you need to understand the retirement system in the United States and the role that RETIREMENT DISTRIBUTION PLANNING plays in their lives. This UNPARALLELED invitation-only program will provide you with the necessary tools, resources and training to EFFECTIVELY meet the complex needs and demands of your clients in the areas of asset management, retirement distribution planning and wealth protection.
We cover the following topics:
- INCREASING REVENUE by incorporating wealth management services into your existing practice
- LITTLE KNOWN FACTS about tax-advantaged retirement strategies
- POWERFUL MARKETING CONCEPTS which capture the largest IRA accounts in your area
- HOW TO HELP CLIENTS plan for a life legacy
CPA ACADEMY REGISTRATION
All fields are required.
*This event is Open to America’s Tax Solutions Members Only.
To learn about becoming a member, please call Davinia at (866) 225-1786, Ext. 307