Retirement Accounts are booming! U.S. retirement assets stand at close to $30 trillion—with $15.5 trillion invested in IRAs and 401(k) plans alone.
This means there will be tremendous opportunities for financial advisors who stay up-to-date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies. This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.
Participants will learn how to implement Roth accounts (IRA and 401(k)) as a tool in comprehensive financial- and tax-planning. The seminar will also explore new advanced planning opportunities—tactical strategies for winning business while protecting existing assets—providing a roadmap for guiding and advising high-net-worth investors with the latest, IRA, 401(k) and Roth contribution, distribution, and conversion strategies
Join Brian Dobbis as he discusses the following key topics:
n today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss this opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.
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