We anticipate that the Advanced
IRA Distribution Training will be approved for the following
CE credits for the November 2004 training.
CPA - (filed with NASBA - Pending)
CFP - Approved
for 9 hours CE credits
PACE - Approved
for 9 hours CE credits
It is not anticipated that the program will be
filed for insurance CE credits as this requires filing in all
50 states. When the NAIC streamlines this to one filing, we
will submit.
Course Description
The most advanced training of its kind for financial
advisors to help their clients and attract new clients with
LARGE retirement accounts. Once you attend the training, you'll
easily take accounts from other advisors because they don't
know half of what you'll know:
- How to select the right beneficiaries
- Why to NEVER leave money in a company plan
after retirement
- When to use a trust as an IRA beneficiary
(and when not)
- Two ways to use life insurance as a powerful
IRA distribution planning tool and tax reducer
- How to make a fortune and attract CPA referrals
with IRD (Income in Respect of a Decedent)
- Learn which ERD's qualify
- Rule 72(t) like you've never learned it
- The mistake that 99.9% of accountants make
with NUA stock (and how to look like a hero when you point
it out)
- And much more that most CPAs don't even
know
Register through this site, and receive
the code to access the Marketing Tutorials.
Download
Complete Brochure and register for training. |
