Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Heather L. Schreiber, RICP®
Fee: $29 for nonmembers . Free for members
Description: An explanation of the rules and regulations that govern the movement of assets between retirement accounts. This includes rollovers between qualified plans, rollovers between IRAs and rollovers between qualified plans and IRAs. Includes traps that should be avoided, withholding rules, and rolling to a Roth vs. a traditional IRA .
NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Description: Do many of your clients or prospects nearing retirement ever have questions about Social Security? Are you routinely using these questions as an opportunity to help your clients navigate their way toward an informed retirement? If you aren’t talking about Social Security with your clients either because you think there is really nothing to discuss since the rules changed or there is no opportunity in it for you, you just might be missing the boat to a deeper level of trust from your clients and an opportunity for you to grow your business. Join Heather Schreiber, RICP, as she discusses ways to uncover opportunities to increase your clients’ retirement income, identify potential pitfalls when making the claiming decision and increase your likelihood of referrals through a holistic planning approach.
Topics covered include:
Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.
SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT
If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.
Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478
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