Join us for a power-packed one hour webinar and learn how to avoid seven of the most common and costly IRA mistakes that frequently trip up advisors and their clients. Many of these mistakes are fatal and cannot be undone. Get it right the first time and avoid unhappy clients…and their lawyers!
Highlights of this program include:
Jeffrey is an accomplished writer, go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts, and the creator of Savvy IRA Planning. Jeffrey has helped educate thousands of financial advisors, CPAs, attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars.
Jeffrey can regularly be seen promoting retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television, and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, Kiplinger’s, the New York Times, Investment News, Forbes, Market Watch and Money Magazine.