EmailIRA Beyond the Essentials (Advanced) Seminar
Now is the perfect time to grow your IRA business with rollovers from employer-sponsored retirement plans. Rollover assets are expected to increase significantly in the next few years. Along with the millions of baby boomers contemplating retirement, job changers, beneficiaries, and the unemployed will need assistance with their retirement assets. Is your organization equipped to answer their questions?
With over $17 trillion dollars in U.S. retirement savings at stake, IRA professionals must understand the retirement plan rules to attract new clients. This seminar will cover recent trends and market strategies to help you answer clients’ questions regarding new rollover opportunities and to help you acquire new IRA assets for your organization. This seminar will also cover complex IRA distribution topics related to these types of transactions.
Topics include: latest law changes affecting the retirement plan industry · strategies for penalty-free distributions · how to capitalize on the new beneficiary portability provisions · how to handle complex distribution issues · key issues for baby boomers moving into retirement.
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| In-House | Any | Submit Request |
