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 Levine, CPA/PFS, CFP, is an accomplished writer and go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts. He is a contributing author to the 2012 edition of The Retirement Savings Time Bomb…And How To Defuse It and is a regular contributor to various industry publications. Jeffrey has been quoted in numerous publications throughout the country, including the New York Times, San Francisco Chronicle, Kiplinger's Retirement Report and the Wall Street Journal.
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.